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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES Service code 27 325 NORTH OLD WOODWARD AVE · BIRMINGHAM, MA 48009 | Advisory (Plan) | $28,126 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $17,664 |
BMO HARRIS BANK NA2 years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
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 | $70,847 | $53,901+31.4% | $134,143-47.2% | $73,488-3.6% |
| Participation rate | 89.2% | 62.8%+26.4pp | 72.2%+17.0pp | 70.7%+18.5pp |
| Annual return | 17.44% | 15.82%+1.6pp | 36.33%-18.9pp | 28.51%-11.1pp |
| Employer contribution / active EE | $2,728 | $1,458+87.1% | $3,704-26.4% | $2,270+20.2% |
| Participant deferral / active EE | $6,597 | $2,739+140.9% | $3,499+88.6% | $3,740+76.4% |
| Admin fee / account holder | $283 | $581-51.3% | $6,684-95.8% | $513-44.9% |