Filed January 23, 2017
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 Filed as: UBS FINANCIAL SERVICES INC. Service code 70 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Consulting Fees | $17,932 |
UBS FINANCIAL SERVICES INC1+ years Service code 27 · EIN 26-2638166 | Advisory (Plan) | $13,530 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $425 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: FIDELITY INVESTMENSTS INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVESTMENTS INSTITUITIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Service code 60 | Sub-TA Fees | $0 |
Employer contribution per participant 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 | $44,769 | $50,464-11.3% | $75,781-40.9% | $52,331-14.5% |
| Participation rate | 80.9% | 66.8%+14.2pp | 75.8%+5.1pp | 68.1%+12.8pp |
| Annual return | -1.40% | 1.03%-2.4pp | 9.68%-11.1pp | 4.54%-5.9pp |
| Employer contribution / active EE | $275 | $1,988-86.2% | $3,323-91.7% | $1,882-85.4% |
| Participant deferral / active EE | $2,304 | $2,570-10.4% | $3,651-36.9% | $3,022-23.8% |
| Admin fee / account holder | $123 | $1,103-88.9% | $5,299-97.7% | $592-79.2% |