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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.
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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 INC10+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 19 · EIN 13-2638166 | Securities Custodian | $59,038 |
TRISHA LEHR1 year Service code 30 · EIN 16-0836163 | Employee (plan) | $39,144 |
LUKE BAECKER1 year Service code 30 · EIN 16-0836163 | Employee (plan) | $29,108 |
Filed as: ARCARA LENDA EUSANIO & STACEY CPAS Service code 10 · EIN 47-1793720 | Accounting | $15,636 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,326 | $95,880-84.0% | $107,525-85.7% | $85,563-82.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 75.1%+24.9pp | 66.0%+34.0pp |
| Annual return | 4.96% | 68.06%-63.1pp | 181.32%-176.4pp | 31.51%-26.5pp |
| Employer contribution / active EE | $2,521 | $3,812-33.9% | $3,754-32.8% | $2,654-5.0% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $315 | $1,025-69.2% | $8,919-96.5% | $834-62.2% |