Filed March 22, 2024
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 27 · EIN 13-2638166 | Advisory (Plan) | $69,705 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,396 |
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 | $44,798 | $81,537-45.1% | $149,718-70.1% | $69,631-35.7% |
| Participation rate | 97.2% | 86.1%+11.1pp | 87.1%+10.1pp | 70.7%+26.5pp |
| Annual return | 21.88% | 22.79%-0.9pp | 1501.63%-1479.7pp | 27571.02%-27549.1pp |
| Employer contribution / active EE | $2,609 | $3,239-19.5% | $5,445-52.1% | $2,032+28.4% |
| Participant deferral / active EE | $7,002 | $4,994+40.2% | $6,569+6.6% | $3,224+117.2% |
| Admin fee / account holder | $26 | $107-75.6% | $11,283-99.8% | $110-76.4% |