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 | $19,792 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $15,804 |
SIKICH LLP9+ years Filed as: SIKICH Service code 10 · EIN 36-3168081 | Accounting | $12,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,178 | $41,078-16.8% | $80,569-57.6% | $71,457-52.2% |
| Participation rate | 28.5% | 50.2%-21.8pp | 67.0%-38.5pp | 67.9%-39.5pp |
| Annual return | 16.93% | 38.45%-21.5pp | 935.43%-918.5pp | 28.85%-11.9pp |
| Employer contribution / active EE | $594 | $1,506-60.5% | $2,723-78.2% | $2,588-77.0% |
| Participant deferral / active EE | $2,014 | $2,699-25.4% | $4,447-54.7% | $4,289-53.0% |
| Admin fee / account holder | $203 | $1,840-89.0% | $5,377-96.2% | $1,587-87.2% |