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 INC5+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $83,735 |
Service code 37 · EIN 04-2647786 245 SUMMER STREET · BOSTON, MA 02210 | Loan Processing | $2,769 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,090 | $78,781-42.8% | $100,516-55.1% | $73,409-38.6% |
| Participation rate | 75.4% | 80.0%-4.6pp | 79.4%-4.0pp | 72.2%+3.2pp |
| Annual return | 25.05% | 31.69%-6.6pp | 30.89%-5.8pp | 59.29%-34.2pp |
| Employer contribution / active EE | $13 | $2,420-99.5% | $3,418-99.6% | $2,234-99.4% |
| Participant deferral / active EE | $10,780 | $6,537+64.9% | $6,270+71.9% | $3,805+183.3% |
| Admin fee / account holder | $95 | $145-34.3% | $8,081-98.8% | $158-39.5% |