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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $213,350 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES INC. IS BILL Service code 27 · EIN 13-2638166 | Advisory (Plan) | $97,904 |
PICKETT, CHANEY & MCMULLEN LLP4+ years Service code 10 · EIN 48-1246310 | Accounting | $7,250 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $122,854 | $75,388+63.0% | $123,544-0.6% | $55,725+120.5% |
| Participation rate | 99.4% | 75.7%+23.8pp | 82.3%+17.2pp | 70.9%+28.6pp |
| Annual return | -7.77% | 4.48%-12.2pp | 119.20%-127.0pp | 244.93%-252.7pp |
| Employer contribution / active EE | $4,444 | $3,063+45.1% | $4,628-4.0% | $2,078+113.8% |
| Participant deferral / active EE | $7,793 | $5,651+37.9% | $6,426+21.3% | $3,356+132.2% |
| Admin fee / account holder | $401 | $120+234.8% | $9,284-95.7% | $115+248.1% |