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, LLP2 years Filed as: PKF O'CONNOR DAVIES Service code 99 · EIN 22-2000222 | Other Fees | $115,380 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 99 | Other Fees | $23,102 |
MORNINGSTAR1 year Service code 26 | Advisory (Participants) | $4,915 |
Filed as: WITMAN STADMAUER Service code 99 | Other Fees | $500 |
UBS FINANCIAL SERVICES INC2 years 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.
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 | $22,659 | $47,648-52.4% | $130,648-82.7% | $67,579-66.5% |
| Participation rate | 39.9% | 60.4%-20.5pp | 71.7%-31.9pp | 71.3%-31.4pp |
| Annual return | 20.56% | 25.73%-5.2pp | 1708.96%-1688.4pp | 378.56%-358.0pp |
| Employer contribution / active EE | $925 | $1,408-34.3% | $4,092-77.4% | $2,148-57.0% |
| Participant deferral / active EE | $571 | $2,616-78.2% | $3,603-84.1% | $3,539-83.9% |
| Admin fee / account holder | $138 | $105+31.0% | $5,464-97.5% | $142-3.3% |