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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.
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 INC5 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $23,089 |
FREED MAXICK CPAS PC1 year Filed as: FREED MAXICK CPAS Service code 10 · EIN 45-4051133 | Accounting | $10,600 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $2,515 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,150 | $86,286-16.4% | $111,297-35.2% | $85,850-16.0% |
| Participation rate | 85.6% | 73.3%+12.2pp | 77.3%+8.2pp | 69.3%+16.2pp |
| Annual return | 13.70% | 19.99%-6.3pp | 54.65%-40.9pp | 318.53%-304.8pp |
| Employer contribution / active EE | $1,115 | $2,043-45.4% | $2,731-59.2% | $2,565-56.5% |
| Participant deferral / active EE | $5,008 | $3,641+37.6% | $4,487+11.6% | $3,952+26.7% |
| Admin fee / account holder | $257 | $8,188-96.9% | $7,964-96.8% | $6,260-95.9% |