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 INC5+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $74,098 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$10,036 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,722 | $62,928-16.2% | $172,739-69.5% | $67,579-22.0% |
| Participation rate | 90.9% | 64.5%+26.5pp | 82.6%+8.3pp | 71.3%+19.7pp |
| Annual return | 26.39% | 30.36%-4.0pp | 802.84%-776.5pp | 378.56%-352.2pp |
| Employer contribution / active EE | $3,326 | $1,636+103.3% | $5,143-35.3% | $2,148+54.9% |
| Participant deferral / active EE | $3,864 | $2,145+80.1% | $5,198-25.7% | $3,539+9.2% |
| Admin fee / account holder | $78 | $167-53.1% | $13,954-99.4% | $142-45.0% |