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 INC4 years Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $56,464 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,182 |
BARNES, IACCARINO & SHEPHERD LLP6+ years Filed as: BARNES, DENNIG AND CO. LTD Service code 10 150 E FOURTH ST 3RD FL · CINCINNATI, OH 45202 | Accounting | $7,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $169,717 | $70,908+139.3% | $98,907+71.6% | $73,488+130.9% |
| Participation rate | 94.9% | 73.8%+21.2pp | 76.0%+18.9pp | 70.7%+24.3pp |
| Annual return | 16.29% | 34.17%-17.9pp | 196.43%-180.1pp | 28.51%-12.2pp |
| Employer contribution / active EE | $4,618 | $2,036+126.8% | $2,689+71.7% | $2,270+103.4% |
| Participant deferral / active EE | $8,409 | $3,500+140.3% | $4,244+98.1% | $3,740+124.9% |
| Admin fee / account holder | $279 | $535-47.8% | $6,642-95.8% | $513-45.6% |