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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.
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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 INC3+ years Service code 49 · EIN 51-0120742 | Other Services | $40,311 |
Service code 49 · EIN 95-3845382 | Other Services | $8,048 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,401 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $105,063 | $89,739+17.1% | $149,718-29.8% | $62,292+68.7% |
| Participation rate | 98.0% | 85.1%+12.9pp | 87.1%+11.0pp | 69.5%+28.5pp |
| Annual return | 18.88% | 21.01%-2.1pp | 1501.63%-1482.7pp | 28.90%-10.0pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $5,445-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $13,453 | $4,797+180.4% | $6,569+104.8% | $3,169+324.5% |
| Admin fee / account holder | $7 | $551-98.8% | $11,283-99.9% | $479-98.6% |