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 Service code 10 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Accounting | $40,535 |
MORISON COGEN LLP3+ years Service code 10 484 NORRISTOWN RD STE 100 · BLUE BELL, PA 19422 | Accounting | $10,000 |
EMJAY CORPORATION3+ years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $565 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $102,592 | $85,766+19.6% | $136,294-24.7% | $70,131+46.3% |
| Participation rate | 76.3% | 74.2%+2.1pp | 81.9%-5.7pp | 69.5%+6.7pp |
| Annual return | 17.91% | 31.45%-13.5pp | 5155.94%-5138.0pp | 73.14%-55.2pp |
| Employer contribution / active EE | $828 | $2,966-72.1% | $4,695-82.4% | $2,342-64.7% |
| Participant deferral / active EE | $6,075 | $5,051+20.3% | $6,247-2.8% | $3,332+82.3% |
| Admin fee / account holder | $328 | $5,420-94.0% | $9,243-96.5% | $4,645-92.9% |