Filed November 9, 2021
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC5+ years Service code 55 · EIN 13-2638166 | Other Commissions | $27,769 |
FREED MAXICK CPAS PC3 years Filed as: FREED MAXICK CPAS, P.C. Service code 10 · EIN 45-4051133 | Accounting | $9,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,025 |
Form 5500 reported that benefits due were not provided when due.
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 | $71,457 | $73,404-2.7% | $87,100-18.0% | $67,579+5.7% |
| Participation rate | 95.2% | 80.9%+14.4pp | 76.9%+18.4pp | 71.3%+24.0pp |
| Annual return | 22.53% | 48.29%-25.8pp | 28.19%-5.7pp | 378.56%-356.0pp |
| Employer contribution / active EE | $2,062 | $2,014+2.4% | $2,521-18.2% | $2,148-4.0% |
| Participant deferral / active EE | $4,964 | $3,913+26.9% | $4,049+22.6% | $3,539+40.3% |
| Admin fee / account holder | $50 | $142-64.6% | $7,497-99.3% | $142-64.8% |