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 INC4+ years Filed as: UBS FINANCIAL SERVICES Service code 21 · EIN 13-2638166 | Bank Trustee | $16,311 |
DIMENSIONAL FUND ADVISORS2 years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
Filed as: FIDELITY & RESEARCH COMPANY Service code 28 · EIN 06-1194217 | Investment Management | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH COMP Service code 28 | Investment Management | $0 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET LP Service code 28 · EIN 13-4019460 | Investment Management | $0 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT LP Service code 28 | Investment Management | $0 |
Filed as: J.P. MORGAN INVESTMENT INC. Service code 28 270 PARK AVENUE · NEW YORK, NY 100172070 | Investment Management | $0 |
Service code 28 | Investment Management | $0 |
BUFFALO FUNDS1 year Filed as: KORNITZER CAPITAL INC Service code 28 5420 W. 61ST PLACE · SHAWNEE MISSION, KS 66205 | Investment Management | $0 |
BUFFALO FUNDS2 years Filed as: KORNITZER CAPITAL MANAGEMENT INC Service code 28 | 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.
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.
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 | $153,252-100.0% | $110,792-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 73.6%-73.6pp | 58.3%-58.3pp | 46.4%-46.4pp |
| Annual return | -6.80% | -1.86%-4.9pp | -0.33%-6.5pp | -82.66%+75.9pp |
| Employer contribution / active EE | $13,028 | $33,714-61.4% | $25,782-49.5% | $43,769-70.2% |
| Participant deferral / active EE | $0 | $892-100.0% | $928-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $2,194-100.0% | $1,824-100.0% | $11,204-100.0% |