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.
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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 |
|---|---|---|
DAVID K. YOUNG CONSULTING, LLC1+ years Filed as: DAVID K. YOUNG CONSULTING Service code 37 · EIN 20-1307632 11118 WURZBACH ROAD · SAN ANTONIO, TX 78230 | Loan Processing | $29,832 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $5,163 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $0 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES INS ASCY Service code 53 · EIN 51-0120742 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,230 | $52,884-71.2% | $84,750-82.0% | $55,167-72.4% |
| Participation rate | 34.2% | 67.5%-33.3pp | 76.6%-42.4pp | 69.0%-34.8pp |
| Annual return | 3.77% | 18.03%-14.3pp | 22.78%-19.0pp | 169.23%-165.5pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $510 | $2,644-80.7% | $3,712-86.3% | $3,054-83.3% |
| Admin fee / account holder | $8 | $581-98.6% | $5,332-99.8% | $504-98.4% |