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 INC5+ years Service code 27 315 DEADERICK STREET · NASHVILLE, TN 37238 | Advisory (Plan) | $27,559 |
JPMORGAN INVEST HOLDINGS LLC5+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $2,792 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $91,372 | $65,376+39.8% | $87,100+4.9% | $65,185+40.2% |
| Participation rate | 97.1% | 75.3%+21.8pp | 76.9%+20.3pp | 70.2%+26.9pp |
| Annual return | 22.75% | 31.27%-8.5pp | 28.19%-5.4pp | 29.38%-6.6pp |
| Employer contribution / active EE | $2,366 | $1,822+29.8% | $2,521-6.1% | $2,177+8.7% |
| Participant deferral / active EE | $4,982 | $3,388+47.0% | $4,049+23.1% | $3,514+41.8% |
| Admin fee / account holder | $181 | $520-65.2% | $7,497-97.6% | $847-78.7% |