Filed March 12, 2018
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 |
|---|---|---|
Filed as: UBS Service code 28 · EIN 13-2638166 | Investment Management | $7,375 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,243 | $64,119+263.8% | $112,228+107.8% | $66,914+248.6% |
| Participation rate | 99.3% | 68.5%+30.9pp | 75.1%+24.3pp | 69.8%+29.5pp |
| Annual return | -0.13% | -13.81%+13.7pp | 27.45%-27.6pp | 1.58%-1.7pp |
| Employer contribution / active EE | $13,158 | $3,005+337.8% | $3,635+262.0% | $2,544+417.2% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $46 | $625-92.7% | $6,410-99.3% | $593-92.3% |