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 INC4 years Filed as: UBS FINANCIAL SERVICE INC Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $37,767 |
Filed as: CAPITOL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DR · IRVINE, CA 92618 | Recordkeeping Fees | $5,436 |
ADP BROKER-DEALER5 years Filed as: PENSION CONSULTANTS, INC. Service code 13 10 WATERSIDE DR., SUITE 200 · FARMINGTON, CT 06032 | Contract Administrator | $4,601 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $117,171 | $49,915+134.7% | $154,803-24.3% | $74,304+57.7% |
| Participation rate | 99.2% | 54.0%+45.3pp | 78.1%+21.1pp | 60.3%+38.9pp |
| Annual return | 18.01% | 34.06%-16.0pp | 58.88%-40.9pp | 29.43%-11.4pp |
| Employer contribution / active EE | $7,782 | $1,611+383.0% | $4,305+80.7% | $2,241+247.2% |
| Participant deferral / active EE | $4,336 | $2,255+92.3% | $5,540-21.7% | $3,767+15.1% |
| Admin fee / account holder | $307 | $2,189-86.0% | $14,329-97.9% | $2,969-89.7% |