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 INC3 years Filed as: UBS FINANCIAL SERVICES, INC Service code 27 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $58,265 |
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,351 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $177,059 | $81,474+117.3% | $133,956+32.2% | $73,488+140.9% |
| Participation rate | 93.3% | 76.4%+16.9pp | 79.8%+13.4pp | 70.7%+22.6pp |
| Annual return | 18.42% | 19.40%-1.0pp | 45.09%-26.7pp | 28.51%-10.1pp |
| Employer contribution / active EE | $2,134 | $2,209-3.4% | $3,919-45.5% | $2,270-6.0% |
| Participant deferral / active EE | $6,794 | $3,786+79.4% | $5,048+34.6% | $3,740+81.7% |
| Admin fee / account holder | $362 | $713-49.3% | $8,927-95.9% | $513-29.5% |