Filed September 14, 2021
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: UNITED PLANNERS FINANCIAL Service code 27 · EIN 86-0588303 | Advisory (Plan) | $30,944 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $16,487 |
THE PENSION DESIGN GROUP2 years Service code 15 · EIN 46-2028188 | Recordkeeping | $2,886 |
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 | $30,539 | $65,061-53.1% | $143,757-78.8% | $66,914-54.4% |
| Participation rate | 95.4% | 65.2%+30.2pp | 80.3%+15.1pp | 69.8%+25.6pp |
| Annual return | -18.01% | -11.14%-6.9pp | -0.04%-18.0pp | 1.58%-19.6pp |
| Employer contribution / active EE | $4,658 | $2,361+97.3% | $4,951-5.9% | $2,544+83.1% |
| Participant deferral / active EE | $4,017 | $2,919+37.6% | $5,637-28.7% | $4,237-5.2% |
| Admin fee / account holder | $218 | $502-56.6% | $14,673-98.5% | $593-63.3% |