Filed July 18, 2023
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC7+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $86,094 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $81,393 |
BMO HARRIS BANK NA7+ years Filed as: BMO HARRIS BANK, N.A Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA6 years Filed as: BMO HARRIS BANK, NA Service code 19 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $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 | $44,512 | $106,236-58.1% | $112,228-60.3% | $64,808-31.3% |
| Participation rate | 98.0% | 71.7%+26.3pp | 75.1%+22.9pp | 71.5%+26.5pp |
| Annual return | -9.56% | -6.02%-3.5pp | 27.45%-37.0pp | 32.82%-42.4pp |
| Employer contribution / active EE | $1,118 | $3,166-64.7% | $3,635-69.3% | $2,506-55.4% |
| Participant deferral / active EE | $4,988 | $3,785+31.8% | $4,728+5.5% | $4,310+15.7% |
| Admin fee / account holder | $260 | $452-42.4% | $6,410-95.9% | $188+38.5% |