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 FINANCIAL SERVICES INC. Service code 99 | Other Fees | $25,436 |
Service code 49 | Other Services | $4,938 |
MORNINGSTAR7+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $2,175 |
Filed as: CREATIVE RETIREMENT SYSTEMS, INC Service code 49 · EIN 31-1299207 25 MERCHANT STREET · CINCINNATTI, OH 45246 | Other Services | $0 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SERVICES Service code 99 · EIN 13-2638166 | Other Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,287 | $61,156-45.6% | $185,823-82.1% | $79,386-58.1% |
| Participation rate | 84.6% | 66.6%+18.0pp | 81.7%+2.9pp | 70.7%+13.9pp |
| Annual return | 16.77% | 19.45%-2.7pp | 122.05%-105.3pp | 116.85%-100.1pp |
| Employer contribution / active EE | $1,912 | $2,321-17.6% | $5,167-63.0% | $2,427-21.2% |
| Participant deferral / active EE | $2,697 | $2,789-3.3% | $5,568-51.6% | $4,046-33.3% |
| Admin fee / account holder | $54 | $710-92.4% | $16,237-99.7% | $626-91.4% |