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 FINL SERVICES Service code 27 · EIN 34-1542819 | Advisory (Plan) | $61,512 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $17,004 |
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 | $177,548 | $89,652+98.0% | $141,162+25.8% | $65,185+172.4% |
| Participation rate | 96.6% | 74.7%+21.9pp | 82.5%+14.2pp | 70.2%+26.4pp |
| Annual return | 25.87% | 32.79%-6.9pp | 71.39%-45.5pp | 29.38%-3.5pp |
| Employer contribution / active EE | $2,613 | $3,065-14.7% | $4,735-44.8% | $2,177+20.1% |
| Participant deferral / active EE | $9,992 | $5,691+75.6% | $6,709+48.9% | $3,514+184.4% |
| Admin fee / account holder | $393 | $569-30.9% | $10,261-96.2% | $847-53.7% |