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 SVCS INS AGCY Service code 53 · EIN 51-0120742 | Insurance Commissions | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,006 | $99,957-57.0% | $149,696-71.3% | $73,488-41.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 13.88% | 53.87%-40.0pp | 276.60%-262.7pp | 28.51%-14.6pp |
| Employer contribution / active EE | $4,062 | $3,191+27.3% | $4,644-12.5% | $2,270+78.9% |
| Participant deferral / active EE | $5,810 | $6,073-4.3% | $6,842-15.1% | $3,740+55.4% |
| Admin fee / account holder | $5 | $551-99.2% | $9,309-100.0% | $513-99.1% |