Filed March 12, 2018
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 INC4 years Filed as: UBS Service code 28 · EIN 13-2638166 | Investment Management | $34,456 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $265,561 | $86,944+205.4% | $107,525+147.0% | $74,304+257.4% |
| Participation rate | 100.0% | 59.6%+40.4pp | 75.1%+24.9pp | 60.3%+39.7pp |
| Annual return | 14.76% | 23.52%-8.8pp | 181.32%-166.6pp | 29.43%-14.7pp |
| Employer contribution / active EE | $19,900 | $2,757+621.9% | $3,754+430.2% | $2,241+787.9% |
| Participant deferral / active EE | $0 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $153 | $3,727-95.9% | $8,919-98.3% | $2,969-94.9% |