Filed November 29, 2016
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 INC4+ years Service code 55 · EIN 13-2638166 | Other Commissions | $41,123 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $7,060 |
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 | $76,800 | $73,102+5.1% | $123,544-37.8% | $56,287+36.4% |
| Participation rate | 72.3% | 74.3%-2.0pp | 82.3%-10.0pp | 69.9%+2.5pp |
| Annual return | -7.08% | 3.01%-10.1pp | 119.20%-126.3pp | -9.96%+2.9pp |
| Employer contribution / active EE | $1,834 | $2,977-38.4% | $4,628-60.4% | $2,111-13.1% |
| Participant deferral / active EE | $8,823 | $5,423+62.7% | $6,426+37.3% | $3,350+163.4% |
| Admin fee / account holder | $23 | $554-95.8% | $9,284-99.8% | $521-95.6% |