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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.
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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES INS AGENCY Service code 53 | Insurance Commissions | $31,126 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS Service code 49 · EIN 04-1590850 | Other Services | $10,026 |
BALDWIN & BALDWIN PLLC3 years Filed as: BALDWIN CPA'S, PLLC Service code 13 · EIN 20-1416603 | Contract Administrator | $9,104 |
Filed as: BALDWIN CPA'S DBA RETIREMENT PLAN R Service code 13 · EIN 20-1416603 | Contract Administrator | $0 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL Service code 53 · EIN 51-0120742 | Insurance Commissions | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $118,092 | $69,362+70.3% | $101,248+16.6% | $73,488+60.7% |
| Participation rate | 89.7% | 68.4%+21.3pp | 75.8%+13.9pp | 70.7%+19.0pp |
| Annual return | 5.95% | 18.46%-12.5pp | 46.47%-40.5pp | 28.51%-22.6pp |
| Employer contribution / active EE | $2,392 | $2,628-9.0% | $3,660-34.6% | $2,270+5.4% |
| Participant deferral / active EE | $4,025 | $3,300+22.0% | $4,370-7.9% | $3,740+7.6% |
| Admin fee / account holder | $75 | $704-89.4% | $5,945-98.7% | $513-85.4% |