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 INC8 years Filed as: UBS FINANCIAL SERVICES INC. Service code 99 | Other Fees | $26,946 |
Service code 49 | Other Services | $5,671 |
MORNINGSTAR10+ years Service code 27 | Advisory (Plan) | $1,737 |
Filed as: CREATIVE RETIREMENT SYSTEMS, INC Service code 49 · EIN 31-1299207 25 MERCHANT STREET · CINCINNATTI, OH 45246 | Other Services | $0 |
UBS FINANCIAL SERVICES INC8 years Filed as: UBS FINANCIAL SERVICES Service code 99 · EIN 13-2638166 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INS & ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $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 | $42,477 | $55,415-23.3% | $155,509-72.7% | $74,495-43.0% |
| Participation rate | 82.7% | 61.9%+20.8pp | 78.2%+4.5pp | 67.2%+15.5pp |
| Annual return | 15.42% | 268.50%-253.1pp | 64.67%-49.2pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $1,610 | $2,267-29.0% | $4,672-65.5% | $2,623-38.6% |
| Participant deferral / active EE | $2,625 | $2,836-7.4% | $5,626-53.3% | $4,346-39.6% |
| Admin fee / account holder | $82 | $1,738-95.3% | $15,912-99.5% | $1,942-95.8% |