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 |
|---|---|---|
Filed as: HOWARD SIMON & ASSOC INC Service code 49 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Other Services | $0 |
Filed as: UBS FINANCIAL SERVICES Service code 99 · EIN 13-2638166 | Other Fees | $0 |
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 | $107,708 | $104,475+3.1% | $159,436-32.4% | $79,386+35.7% |
| Participation rate | 75.9% | 76.6%-0.7pp | 82.8%-6.9pp | 70.7%+5.2pp |
| Annual return | 15.99% | 67.95%-52.0pp | 263.57%-247.6pp | 116.85%-100.9pp |
| Employer contribution / active EE | $1,751 | $3,417-48.7% | $4,829-63.7% | $2,427-27.9% |
| Participant deferral / active EE | $8,078 | $6,467+24.9% | $7,352+9.9% | $4,046+99.7% |
| Admin fee / account holder | $89 | $711-87.5% | $10,799-99.2% | $626-85.8% |