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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES, INC. Service code 16 · EIN 13-2638166 | Consulting | $48,503 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$13,037 |
Form 5500 reported that benefits due were not provided when due.
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 | $251,976 | $73,102+244.7% | $123,544+104.0% | $56,287+347.7% |
| Participation rate | 97.0% | 74.3%+22.7pp | 82.3%+14.7pp | 69.9%+27.1pp |
| Annual return | 1.36% | 3.01%-1.6pp | 119.20%-117.8pp | -9.96%+11.3pp |
| Employer contribution / active EE | $3,546 | $2,977+19.1% | $4,628-23.4% | $2,111+68.0% |
| Participant deferral / active EE | $6,316 | $5,423+16.5% | $6,426-1.7% | $3,350+88.5% |
| Admin fee / account holder | $133 | $554-76.0% | $9,284-98.6% | $521-74.5% |