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 INC7+ years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $53,956 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $5,106 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,514 | $74,188+81.3% | $115,756+16.2% | $64,808+107.6% |
| Participation rate | 98.2% | 76.2%+22.0pp | 77.1%+21.1pp | 71.5%+26.7pp |
| Annual return | -17.18% | -11.81%-5.4pp | 143.14%-160.3pp | 32.82%-50.0pp |
| Employer contribution / active EE | $3,242 | $3,365-3.6% | $3,793-14.5% | $2,506+29.4% |
| Participant deferral / active EE | $8,639 | $5,294+63.2% | $6,254+38.1% | $4,310+100.4% |
| Admin fee / account holder | $150 | $148+0.9% | $8,124-98.2% | $188-20.3% |