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 INC3 years Filed as: UBS FINANCIAL SERVICES, INC Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $17,784 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $122,102 | $87,870+39.0% | $113,168+7.9% | $74,304+64.3% |
| Participation rate | 94.3% | 70.7%+23.6pp | 76.6%+17.8pp | 60.3%+34.0pp |
| Annual return | 8.57% | 26.44%-17.9pp | 24.27%-15.7pp | 29.43%-20.9pp |
| Employer contribution / active EE | $4,001 | $2,277+75.7% | $2,975+34.5% | $2,241+78.5% |
| Participant deferral / active EE | $0 | $4,241-100.0% | $5,107-100.0% | $3,767-100.0% |
| Admin fee / account holder | $700 | $3,368-79.2% | $12,068-94.2% | $2,969-76.4% |