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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.
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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 INC7+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $146,347 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $62,418 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $70,207 | $144,996-51.6% | $111,297-36.9% | $93,030-24.5% |
| Participation rate | 94.7% | 86.2%+8.6pp | 77.3%+17.4pp | 73.9%+20.8pp |
| Annual return | 16.53% | 18.26%-1.7pp | 54.65%-38.1pp | 158.70%-142.2pp |
| Employer contribution / active EE | $1,109 | $3,056-63.7% | $2,731-59.4% | $2,706-59.0% |
| Participant deferral / active EE | $3,854 | $5,587-31.0% | $4,487-14.1% | $4,562-15.5% |
| Admin fee / account holder | $41 | $103-60.2% | $7,964-99.5% | $152-72.8% |