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 SERVICES INC. Service code 99 · EIN 13-2638166 | Other Fees | $16,358 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,399 | $65,557-32.3% | $64,056-30.7% | $71,457-37.9% |
| Participation rate | 94.7% | 73.2%+21.6pp | 72.3%+22.4pp | 67.9%+26.8pp |
| Annual return | 12.92% | 18.94%-6.0pp | 33.69%-20.8pp | 28.85%-15.9pp |
| Employer contribution / active EE | $3,159 | $2,669+18.4% | $2,747+15.0% | $2,588+22.1% |
| Participant deferral / active EE | $5,308 | $3,626+46.4% | $3,880+36.8% | $4,289+23.8% |
| Admin fee / account holder | $28 | $616-95.4% | $3,068-99.1% | $1,587-98.2% |