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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES Service code 15 · EIN 13-2638166 | Recordkeeping | $27,177 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $24,011 |
CROSSLIN PLLC1 year Filed as: CROSSLIN CPA Service code 15 · EIN 27-5360847 | Recordkeeping | $7,700 |
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 | $55,841 | $47,977+16.4% | $154,107-63.8% | $56,287-0.8% |
| Participation rate | 86.2% | 66.2%+20.0pp | 83.0%+3.2pp | 69.9%+16.4pp |
| Annual return | -6.19% | 3.54%-9.7pp | 735.12%-741.3pp | -9.96%+3.8pp |
| Employer contribution / active EE | $4,628 | $2,169+113.4% | $5,298-12.6% | $2,111+119.2% |
| Participant deferral / active EE | $3,193 | $2,392+33.5% | $5,081-37.2% | $3,350-4.7% |
| Admin fee / account holder | $181 | $438-58.6% | $13,411-98.6% | $521-65.2% |