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 6-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 INC1+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $111,442 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$80,122 |
Form 5500 reported that benefits due were not provided when due.
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 | $167,341 | $55,706+200.4% | $75,886+120.5% | $72,985+129.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 22.05% | 27.59%-5.5pp | 30.76%-8.7pp | 81.00%-59.0pp |
| Employer contribution / active EE | $8,182 | $1,687+385.1% | $2,500+227.2% | $2,440+235.3% |
| Participant deferral / active EE | $11,137 | $2,634+322.8% | $3,603+209.1% | $3,607+208.7% |
| Admin fee / account holder | $82 | $3,978-97.9% | $5,418-98.5% | $5,124-98.4% |