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 INC7+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 50 · EIN 13-2638166 | Direct Payment | $192,781 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $49,602 |
HENJES CONNER & WILLIAMS PC4 years Filed as: HENJES, CONNOR & WILLIAMS, P.C. Service code 10 · EIN 48-1292483 | Accounting | $11,470 |
RELIANCE TRUST COMPANY7+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $595 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,029 | $77,197-40.4% | $86,874-47.0% | $93,030-50.5% |
| Participation rate | 90.5% | 78.2%+12.3pp | 71.6%+18.9pp | 73.9%+16.6pp |
| Annual return | 15.09% | 16.31%-1.2pp | 63.52%-48.4pp | 158.70%-143.6pp |
| Employer contribution / active EE | $1,700 | $2,514-32.4% | $2,495-31.9% | $2,706-37.2% |
| Participant deferral / active EE | $2,783 | $3,831-27.3% | $3,699-24.8% | $4,562-39.0% |
| Admin fee / account holder | $103 | $105-1.9% | $5,828-98.2% | $152-32.1% |