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 42-0127290 | Contract Administrator | $143,795 |
UBS FINANCIAL SERVICES INC4 years Service code 27 | Advisory (Plan) | $35,032 |
Filed as: CETERA ADVISORS LLC Service code 27 | Advisory (Plan) | $6,535 |
Filed as: CITERA ADVISORS LLC Service code 27 · EIN 84-0858799 | Advisory (Plan) | $0 |
Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,812 | $43,133-42.5% | $89,391-72.2% | $73,488-66.2% |
| Participation rate | 100.0% | 55.0%+45.0pp | 68.0%+32.0pp | 70.7%+29.3pp |
| Annual return | 28.93% | 135.66%-106.7pp | 245.62%-216.7pp | 28.51%+0.4pp |
| Employer contribution / active EE | $3,949 | $1,438+174.6% | $2,586+52.7% | $2,270+74.0% |
| Participant deferral / active EE | $10,968 | $2,445+348.7% | $3,890+182.0% | $3,740+193.3% |
| Admin fee / account holder | $432 | $444-2.6% | $4,881-91.1% | $513-15.8% |