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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $28,879 |
UBS FINANCIAL SERVICES INC2 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $26,204 |
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 | $81,896 | $59,839+36.9% | $81,983-0.1% | $79,858+2.6% |
| Participation rate | 93.3% | 61.6%+31.7pp | 69.2%+24.1pp | 69.6%+23.7pp |
| Annual return | 14.87% | 17.56%-2.7pp | 41.31%-26.4pp | 31.71%-16.8pp |
| Employer contribution / active EE | $8,473 | $1,713+394.5% | $2,498+239.2% | $2,471+242.9% |
| Participant deferral / active EE | $6,795 | $2,695+152.1% | $3,722+82.6% | $3,740+81.7% |
| Admin fee / account holder | $495 | $4,287-88.5% | $5,664-91.3% | $5,306-90.7% |