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 |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $820 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES Service code 26 · EIN 13-2638166 | Advisory (Participants) | $0 |
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 | $83,244 | $72,492+14.8% | $87,100-4.4% | $72,985+14.1% |
| Participation rate | 87.8% | 72.8%+15.0pp | 76.9%+10.9pp | 69.5%+18.3pp |
| Annual return | 20.02% | 24.46%-4.4pp | 28.19%-8.2pp | 81.00%-61.0pp |
| Employer contribution / active EE | $2,165 | $1,894+14.3% | $2,521-14.1% | $2,440-11.3% |
| Participant deferral / active EE | $4,677 | $3,270+43.0% | $4,049+15.5% | $3,607+29.6% |
| Admin fee / account holder | $48 | $5,055-99.0% | $7,497-99.4% | $5,124-99.1% |