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 INC5+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $48,849 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $48,458 |
ASCENSUS LLC1 year Filed as: BADEN GAGE & SCHROEDER Service code 10 · EIN 35-1939627 | Accounting | $12,350 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,721 | $75,419-39.4% | $392,568-88.4% | $67,579-32.3% |
| Participation rate | 90.4% | 74.8%+15.6pp | 78.1%+12.4pp | 71.3%+19.1pp |
| Annual return | 19.69% | 36.70%-17.0pp | 24.42%-4.7pp | 378.56%-358.9pp |
| Employer contribution / active EE | $1,389 | $2,636-47.3% | $3,783-63.3% | $2,148-35.3% |
| Participant deferral / active EE | $3,133 | $4,347-27.9% | $5,985-47.7% | $3,539-11.5% |
| Admin fee / account holder | $184 | $114+62.0% | $6,260-97.1% | $142+29.5% |