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 |
|---|---|---|
UBS FINANCIAL SERVICES INC3+ years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $51,175 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,469 |
VARNEY & ASSOCIATES1 year Filed as: VARNEY & ASSOCIATES CPAS LLC Service code 10 120 N JULIETTE · MANHATTAN, KS 66502 | Accounting | $1,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $152,437 | $77,813+95.9% | $123,544+23.4% | $64,186+137.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 9.18% | 12.48%-3.3pp | 119.20%-110.0pp | 7.63%+1.5pp |
| Employer contribution / active EE | $5,190 | $3,014+72.2% | $4,628+12.1% | $2,381+118.0% |
| Participant deferral / active EE | $6,462 | $5,240+23.3% | $6,426+0.6% | $3,470+86.2% |
| Admin fee / account holder | $419 | $5,519-92.4% | $9,284-95.5% | $4,888-91.4% |