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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.
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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 INC4 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $85,396 |
Service code 37 · EIN 04-2647786 | Loan Processing | $48,590 |
Service code 10 · EIN 22-1942902 | Accounting | $20,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value 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 | $256,366 | $99,957+156.5% | $149,696+71.3% | $73,488+248.9% |
| Participation rate | 97.2% | 75.7%+21.5pp | 82.5%+14.7pp | 70.7%+26.5pp |
| Annual return | 17.06% | 53.87%-36.8pp | 276.60%-259.5pp | 28.51%-11.5pp |
| Employer contribution / active EE | $2,809 | $3,191-12.0% | $4,644-39.5% | $2,270+23.7% |
| Participant deferral / active EE | $10,263 | $6,073+69.0% | $6,842+50.0% | $3,740+174.4% |
| Admin fee / account holder | $640 | $551+16.2% | $9,309-93.1% | $513+24.7% |