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 INC9 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 16 · EIN 13-2638166 | Consulting | $61,022 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $33,471 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,477 | $56,317+103.3% | $71,209+60.8% | $74,304+54.1% |
| Participation rate | 97.8% | 55.1%+42.7pp | 73.8%+24.1pp | 60.3%+37.5pp |
| Annual return | 20.67% | 42.83%-22.2pp | 282.51%-261.8pp | 29.43%-8.8pp |
| Employer contribution / active EE | $4,748 | $2,160+119.8% | $2,721+74.5% | $2,241+111.9% |
| Participant deferral / active EE | $8,788 | $2,788+215.2% | $4,175+110.5% | $3,767+133.3% |
| Admin fee / account holder | $392 | $2,290-82.9% | $5,349-92.7% | $2,969-86.8% |