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 |
|---|---|---|
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF O'CONNOR DAVIES Service code 99 | Other Fees | $47,055 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF O'CONNOR DAVIS, LLP Service code 99 · EIN 22-2000222 | Other Fees | $47,055 |
Filed as: UBS FINANCIAL SERVICES, INC. Service code 99 | Other Fees | $21,062 |
I.A.T.S.E. LOCAL 212 years Service code 99 · EIN 11-1000111 | Other Fees | $8,000 |
IATSE LOCAL UNION 7801 year Filed as: IATSE LOCAL 21 Service code 99 | Other Fees | $8,000 |
MORNINGSTAR1 year Filed as: MORNING STAR Service code 26 | Advisory (Participants) | $4,148 |
Filed as: WITMAN STADMAUER Service code 99 | Other Fees | $350 |
Filed as: UBS FINANCIAL SERVICES Service code 99 · EIN 13-2638166 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 27 · EIN 71-0294708 | Advisory (Plan) | $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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,054 | $39,898-54.7% | $121,196-85.1% | $55,725-67.6% |
| Participation rate | 43.5% | 61.2%-17.7pp | 71.7%-28.2pp | 70.9%-27.3pp |
| Annual return | -7.18% | -0.96%-6.2pp | 16.93%-24.1pp | 244.93%-252.1pp |
| Employer contribution / active EE | $890 | $1,295-31.3% | $4,022-77.9% | $2,078-57.2% |
| Participant deferral / active EE | $607 | $2,439-75.1% | $3,344-81.8% | $3,356-81.9% |
| Admin fee / account holder | $162 | $95+70.0% | $5,019-96.8% | $115+40.4% |