Filed November 30, 2021 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $61,376 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,846 |
BARNES, IACCARINO & SHEPHERD LLP5+ years Filed as: BARNES, DENNIG AND CO. LTD Service code 10 150 E FOURTH ST 3RD FL · CINCINNATI, OH 45202 | Accounting | $9,538 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $146,125 | $66,310+120.4% | $93,606+56.1% | $65,185+124.2% |
| Participation rate | 95.5% | 74.0%+21.5pp | 75.8%+19.7pp | 70.2%+25.3pp |
| Annual return | 25.34% | 42.58%-17.2pp | 32.76%-7.4pp | 29.38%-4.0pp |
| Employer contribution / active EE | $4,169 | $2,012+107.2% | $2,718+53.4% | $2,177+91.5% |
| Participant deferral / active EE | $8,448 | $3,342+152.8% | $4,069+107.6% | $3,514+140.4% |
| Admin fee / account holder | $309 | $6,897-95.5% | $7,888-96.1% | $847-63.5% |