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 INC2+ years Service code 49 · EIN 51-0120742 | Other Services | $37,974 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,561 |
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 | $54,944 | $63,905-14.0% | $74,183-25.9% | $57,658-4.7% |
| Participation rate | 85.4% | 79.8%+5.6pp | 76.6%+8.8pp | 70.2%+15.1pp |
| Annual return | 14.47% | 60.60%-46.1pp | 17.74%-3.3pp | 5.13%+9.3pp |
| Employer contribution / active EE | $3,537 | $1,840+92.2% | $2,370+49.2% | $1,974+79.2% |
| Participant deferral / active EE | $5,671 | $3,448+64.5% | $3,550+59.8% | $3,061+85.3% |
| Admin fee / account holder | $15 | $91-83.3% | $5,586-99.7% | $95-83.9% |