Filed November 15, 2021 (most recent of 3 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $34,680 |
UBS FINANCIAL SERVICES INC8+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 99 315 DEADERICK STREET, 5TH FLOOR · NASHVILLE, TN 37238 | Other Fees | $9,654 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $3,360 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $699 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,245 | $82,202+96.2% | $125,339+28.6% | $64,808+148.8% |
| Participation rate | 98.8% | 77.9%+20.9pp | 82.4%+16.4pp | 71.5%+27.3pp |
| Annual return | -13.08% | 3.48%-16.6pp | 572.05%-585.1pp | 32.82%-45.9pp |
| Employer contribution / active EE | $2,964 | $3,615-18.0% | $4,814-38.4% | $2,506+18.3% |
| Participant deferral / active EE | $9,968 | $7,175+38.9% | $7,446+33.9% | $4,310+131.3% |
| Admin fee / account holder | $35 | $163-78.6% | $10,010-99.7% | $188-81.4% |