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 INC3+ years Service code 55 · EIN 13-2638166 | Other Commissions | $33,820 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,111 |
DAVIE KAPLAN3+ years Filed as: DAVIE KAPLAN, CPA, P.C. Service code 10 · EIN 16-1182991 | Accounting | $5,800 |
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 | $56,152 | $69,305-19.0% | $82,313-31.8% | $69,631-19.4% |
| Participation rate | 96.2% | 80.3%+16.0pp | 76.9%+19.3pp | 70.7%+25.6pp |
| Annual return | 20.40% | 21.47%-1.1pp | 25.88%-5.5pp | 27571.02%-27550.6pp |
| Employer contribution / active EE | $1,535 | $1,887-18.6% | $2,428-36.8% | $2,032-24.5% |
| Participant deferral / active EE | $4,528 | $3,568+26.9% | $3,706+22.2% | $3,224+40.5% |
| Admin fee / account holder | $115 | $97+18.2% | $5,608-98.0% | $110+4.0% |