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 7-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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $291,785 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES INC. IS BILL Service code 27 · EIN 13-2638166 | Advisory (Plan) | $36,411 |
Filed as: HOLTHOUSE, CARLIN & VAN TRIGT, LLP Service code 49 · EIN 95-4345526 | Other Services | $20,588 |
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).
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 | $20,057 | $26,479-24.3% | $74,701-73.2% | $77,787-74.2% |
| Participation rate | 100.0% | 37.6%+62.4pp | 54.5%+45.5pp | 73.2%+26.8pp |
| Annual return | 36.13% | 38.31%-2.2pp | 752.92%-716.8pp | 32.57%+3.6pp |
| Employer contribution / active EE | $13 | $440-97.1% | $1,084-98.8% | $2,504-99.5% |
| Participant deferral / active EE | $2,247 | $1,074+109.1% | $1,964+14.4% | $3,967-43.4% |
| Admin fee / account holder | $123 | $119+3.5% | $3,333-96.3% | $100+23.1% |