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 INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $22,604 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,363 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $55,955 | $58,726-4.7% | $92,233-39.3% | $62,292-10.2% |
| Participation rate | 88.6% | 68.3%+20.3pp | 76.5%+12.1pp | 69.5%+19.1pp |
| Annual return | 16.99% | 43.62%-26.6pp | 176.28%-159.3pp | 28.90%-11.9pp |
| Employer contribution / active EE | $1,157 | $2,392-51.6% | $3,679-68.6% | $2,042-43.3% |
| Participant deferral / active EE | $3,338 | $2,766+20.7% | $3,897-14.4% | $3,169+5.3% |
| Admin fee / account holder | $137 | $556-75.3% | $5,194-97.4% | $479-71.3% |