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 9-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 INC4 years Filed as: UBS FINANCIAL SVCS INS AGCY Service code 27 · EIN 51-0120742 | Advisory (Plan) | $24,979 |
Service code 13 · EIN 27-0293282 | Contract Administrator | $6,150 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $1,036 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $639 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 49 · EIN 36-3429599 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,627 | $65,061-52.9% | $143,757-78.7% | $66,914-54.2% |
| Participation rate | 31.1% | 65.2%-34.0pp | 80.3%-49.2pp | 69.8%-38.7pp |
| Annual return | -15.34% | -11.14%-4.2pp | -0.04%-15.3pp | 1.58%-16.9pp |
| Employer contribution / active EE | $489 | $2,361-79.3% | $4,951-90.1% | $2,544-80.8% |
| Participant deferral / active EE | $2,270 | $2,919-22.2% | $5,637-59.7% | $4,237-46.4% |
| Admin fee / account holder | $197 | $502-60.7% | $14,673-98.7% | $593-66.8% |