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 6-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 |
|---|---|---|
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES Service code 28 · EIN 13-2638166 | Investment Management | $34,685 |
Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT, L.P Service code 28 · EIN 13-4019460 | Investment Management | $0 |
BUFFALO FUNDS1 year Filed as: KORNITZER CAPITAL MANAGEMENT INC Service code 28 5420 W. 61ST PLACE · SHAWNEE MISSION, KS 66205 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-2264646 | Investment Management | $0 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $167,546-100.0% | $127,144-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 80.0%-80.0pp | 62.9%-62.9pp | 45.9%-45.9pp |
| Annual return | 10.73% | 8.06%+2.7pp | 9.35%+1.4pp | 10.21%+0.5pp |
| Employer contribution / active EE | $15,992 | $36,021-55.6% | $25,504-37.3% | $42,272-62.2% |
| Participant deferral / active EE | $0 | $1,143-100.0% | $1,066-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $2,337-100.0% | $2,049-100.0% | $13,518-100.0% |