Filed July 2, 2024 (most recent of 2 filings on file)
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 |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $53,290 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,025 |
CROWE LLP1+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $13,236 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,520 | $57,435+3.6% | $105,218-43.4% | $55,191+7.8% |
| Participation rate | 63.1% | 71.3%-8.2pp | 77.2%-14.1pp | 69.2%-6.1pp |
| Annual return | 29.89% | 2.97%+26.9pp | 5.33%+24.6pp | 10.78%+19.1pp |
| Employer contribution / active EE | $648 | $1,920-66.2% | $3,255-80.1% | $1,899-65.9% |
| Participant deferral / active EE | $2,198 | $3,495-37.1% | $4,867-54.8% | $3,046-27.9% |
| Admin fee / account holder | $203 | $70+188.4% | $6,992-97.1% | $91+123.4% |