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 INC9 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 · EIN 13-2638166 1000 HARBOR BLVD., 6TH FLOOR · WEEHAWKEN, NJ 07086 | Advisory (Participants) | $68,990 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $33,991 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,494 | $88,083+51.6% | $164,813-19.0% | $74,495+79.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 14.82% | 17.26%-2.4pp | 69.93%-55.1pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $4,027 | $2,593+55.3% | $4,341-7.2% | $2,623+53.5% |
| Participant deferral / active EE | $9,707 | $4,498+115.8% | $6,031+60.9% | $4,346+123.4% |
| Admin fee / account holder | $383 | $2,234-82.9% | $12,690-97.0% | $1,942-80.3% |