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 INC6+ years Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $76,563 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $2,034 |
QDRO CONSULTANTS COMPANY, LLC6+ years Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
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 | $98,430 | $78,419+25.5% | $133,956-26.5% | $73,409+34.1% |
| Participation rate | 97.1% | 78.6%+18.5pp | 79.8%+17.2pp | 72.2%+24.9pp |
| Annual return | 21.04% | 33.35%-12.3pp | 45.09%-24.1pp | 59.29%-38.3pp |
| Employer contribution / active EE | $2,744 | $2,044+34.3% | $3,919-30.0% | $2,234+22.8% |
| Participant deferral / active EE | $3,216 | $3,925-18.1% | $5,048-36.3% | $3,805-15.5% |
| Admin fee / account holder | $205 | $161+27.0% | $8,927-97.7% | $158+29.8% |