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 INC5+ years Filed as: UBS FINL SERVICES Service code 27 · EIN 34-1542819 | Advisory (Plan) | $60,985 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $19,310 |
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 | $213,194 | $99,957+113.3% | $149,696+42.4% | $73,488+190.1% |
| Participation rate | 96.3% | 75.7%+20.6pp | 82.5%+13.8pp | 70.7%+25.6pp |
| Annual return | 20.35% | 53.87%-33.5pp | 276.60%-256.3pp | 28.51%-8.2pp |
| Employer contribution / active EE | $1,615 | $3,191-49.4% | $4,644-65.2% | $2,270-28.9% |
| Participant deferral / active EE | $10,631 | $6,073+75.1% | $6,842+55.4% | $3,740+184.3% |
| Admin fee / account holder | $406 | $551-26.4% | $9,309-95.6% | $513-21.0% |