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 |
|---|---|---|
UFCW LOCAL 15005 years Service code 49 · EIN 13-5342295 | Other Services | $532,707 |
Filed as: ARIA EMPLOYEE BENEFIT SERVICES Service code 13 · EIN 46-0666987 | Contract Administrator | $210,230 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $107,661 |
Service code 49 · EIN 11-2569806 | Other Services | $53,200 |
BERDON LLP7 years Service code 10 · EIN 13-0485070 | Accounting | $16,500 |
THE SEGAL COMPANY7 years Filed as: SEGAL COMPANY Service code 17 · EIN 13-1835864 | Pension Consulting | $11,000 |
AJV LLC3 years Service code 15 · EIN 34-3939564 | Recordkeeping | $5,158 |
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 | $2,844 | $103,482-97.3% | $86,612-96.7% | $103,482-97.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 71.7%+28.3pp | 73.3%+26.7pp |
| Annual return | 8.92% | 33.11%-24.2pp | 591.07%-582.1pp | 33.11%-24.2pp |
| Employer contribution / active EE | $1,462 | $3,208-54.4% | $3,022-51.6% | $3,208-54.4% |
| Participant deferral / active EE | $0 | $5,207-100.0% | $4,438-100.0% | $5,207-100.0% |
| Admin fee / account holder | $74 | $114-34.8% | $5,614-98.7% | $114-34.8% |