See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $67,731 |
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $52,578 |
Filed as: CBIZ Service code 99 · EIN 31-1582098 | Other Fees | $9,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,778 | $99,957+55.8% | $149,696+4.1% | $73,488+112.0% |
| Participation rate | 98.3% | 75.7%+22.6pp | 82.5%+15.9pp | 70.7%+27.7pp |
| Annual return | 14.67% | 53.87%-39.2pp | 276.60%-261.9pp | 28.51%-13.8pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $9,239 | $6,073+52.1% | $6,842+35.0% | $3,740+147.1% |
| Admin fee / account holder | $334 | $551-39.4% | $9,309-96.4% | $513-35.0% |