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 SERVIC Service code 27 · EIN 13-2638166 | Advisory (Plan) | $31,250 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $14,800 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$27,650 |
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 | $89,804 | $96,458-6.9% | $136,294-34.1% | $77,958+15.2% |
| Participation rate | 93.4% | 75.4%+18.1pp | 81.9%+11.5pp | 71.6%+21.8pp |
| Annual return | 23.66% | 23.78%-0.1pp | 5155.94%-5132.3pp | 20.87%+2.8pp |
| Employer contribution / active EE | $2,723 | $3,144-13.4% | $4,695-42.0% | $2,310+17.9% |
| Participant deferral / active EE | $9,609 | $5,902+62.8% | $6,247+53.8% | $3,537+171.7% |
| Admin fee / account holder | $8 | $80-90.0% | $9,243-99.9% | $97-91.8% |