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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $38,586 |
Filed as: UBS- STERLING INSTITUTIONAL Service code 26 325 N. OLD WOODWARD · BIRMINGHAM, MI 48025 | Advisory (Participants) | $21,598 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $21,405 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $54,338 | $44,221+22.9% | $121,196-55.2% | $56,287-3.5% |
| Participation rate | 96.5% | 61.1%+35.4pp | 71.7%+24.7pp | 69.9%+26.6pp |
| Annual return | -7.67% | -3.58%-4.1pp | 16.93%-24.6pp | -9.96%+2.3pp |
| Employer contribution / active EE | $5,185 | $1,480+250.4% | $4,022+28.9% | $2,111+145.6% |
| Participant deferral / active EE | $5,622 | $2,521+123.0% | $3,344+68.1% | $3,350+67.8% |
| Admin fee / account holder | $278 | $480-42.2% | $5,019-94.5% | $521-46.7% |