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 SERICES INC. Service code 27 | Advisory (Plan) | $29,705 |
ARNOLD WARSHAVCHIK1 year Service code 13 1294 EAST 8TH STREET · BROOKLYN, NY 11230 | Contract Administrator | $5,755 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,885 | $91,407-49.8% | $135,903-66.2% | $71,457-35.8% |
| Participation rate | 75.0% | 75.7%-0.7pp | 81.9%-6.9pp | 67.9%+7.1pp |
| Annual return | 17.16% | 29.90%-12.7pp | 68.23%-51.1pp | 28.85%-11.7pp |
| Employer contribution / active EE | $3,012 | $3,703-18.7% | $4,856-38.0% | $2,588+16.4% |
| Participant deferral / active EE | $5,850 | $7,092-17.5% | $7,758-24.6% | $4,289+36.4% |
| Admin fee / account holder | $215 | $1,266-83.0% | $10,762-98.0% | $1,587-86.5% |