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 INC2 years Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $83,253 |
DUNBAR, BENDER & ZAPF, INC.3 years Filed as: DUNBAR BENDER & ZAPF INC. Service code 13 · EIN 25-1650062 437 GRANT STREET · PITTSBURGH, PA 15219 | Contract Administrator | $27,135 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,144 |
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 | $72,879 | $82,093-11.2% | $379,746-80.8% | $73,409-0.7% |
| Participation rate | 76.8% | 76.8%0pp | 78.4%-1.6pp | 72.2%+4.6pp |
| Annual return | 15.20% | 18.89%-3.7pp | 34.90%-19.7pp | 59.29%-44.1pp |
| Employer contribution / active EE | $2,364 | $2,847-16.9% | $3,540-33.2% | $2,234+5.9% |
| Participant deferral / active EE | $4,888 | $4,697+4.1% | $6,024-18.9% | $3,805+28.5% |
| Admin fee / account holder | $35 | $128-72.7% | $7,927-99.6% | $158-78.0% |