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 9-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 SERVICE INC. Service code 70 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Consulting Fees | $17,183 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $16,941 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,046 | $100,923+26.9% | $150,045-14.7% | $74,304+72.3% |
| Participation rate | 87.2% | 70.1%+17.1pp | 82.3%+4.8pp | 60.3%+26.8pp |
| Annual return | 15.70% | 51.77%-36.1pp | 62.55%-46.8pp | 29.43%-13.7pp |
| Employer contribution / active EE | $5,372 | $3,463+55.1% | $4,693+14.5% | $2,241+139.7% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $7,997-100.0% | $3,767-100.0% |
| Admin fee / account holder | $175 | $2,767-93.7% | $13,435-98.7% | $2,969-94.1% |