See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 49 · EIN 51-0120742 | Other Services | $18,279 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,232 |
DARST, BRUNE & ASSOCIATES3+ years Filed as: DARST, BRUNE AND ASSOCIATES Service code 10 · EIN 45-3357414 | Accounting | $16,980 |
Filed as: BENEFIT PLANS, INC. Service code 13 · EIN 47-0617162 | Contract Administrator | $5,160 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $91,963 | $63,346+45.2% | $92,233-0.3% | $70,131+31.1% |
| Participation rate | 77.3% | 68.7%+8.6pp | 76.5%+0.8pp | 69.5%+7.7pp |
| Annual return | 15.59% | 530.12%-514.5pp | 176.28%-160.7pp | 73.14%-57.5pp |
| Employer contribution / active EE | $1,207 | $2,471-51.2% | $3,679-67.2% | $2,342-48.5% |
| Participant deferral / active EE | $2,941 | $2,854+3.1% | $3,897-24.5% | $3,332-11.7% |
| Admin fee / account holder | $366 | $3,840-90.5% | $5,194-92.9% | $4,645-92.1% |