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 5-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $173,517 |
UBS FINANCIAL SERVICES INC3 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $32,000 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,860 | $53,136-34.4% | $155,509-77.6% | $199,593-82.5% |
| Participation rate | 60.7% | 64.1%-3.4pp | 78.2%-17.5pp | 72.0%-11.3pp |
| Annual return | 16.27% | 41.15%-24.9pp | 64.67%-48.4pp | 34.25%-18.0pp |
| Employer contribution / active EE | $1,420 | $1,851-23.3% | $4,672-69.6% | $3,034-53.2% |
| Participant deferral / active EE | $3,445 | $3,161+9.0% | $5,626-38.8% | $5,087-32.3% |
| Admin fee / account holder | $142 | $185-23.2% | $15,912-99.1% | $269-47.0% |