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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.
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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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Finders' fees ... | $256,747 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 16 · EIN 13-2638166 | Consulting | $89,996 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GRP INC Service code 16 · EIN 33-0818667 | Consulting | $18,729 |
Service code 33 | Securities brokerage; Securities brok... | $0 |
Filed as: NATIONAL FINANCIAL SERVICES, INC. Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,571 | $89,274-69.1% | $149,718-81.6% | $77,958-64.6% |
| Participation rate | 52.2% | 87.6%-35.4pp | 87.1%-34.9pp | 71.6%-19.5pp |
| Annual return | 22.80% | 20.36%+2.4pp | 1501.63%-1478.8pp | 20.87%+1.9pp |
| Employer contribution / active EE | $485 | $3,727-87.0% | $5,445-91.1% | $2,310-79.0% |
| Participant deferral / active EE | $3,137 | $5,382-41.7% | $6,569-52.2% | $3,537-11.3% |
| Admin fee / account holder | $133 | $240-44.7% | $11,283-98.8% | $97+36.2% |