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 10-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 INC9+ years Filed as: UBS FINANCIAL SERVICES Service code 28 · EIN 13-2638166 | Investment Management | $250,023 |
ZENITH AMERICAN SOLUTIONS9+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $168,106 |
WELLESLEY1 year Filed as: WELLESLEY MGT Service code 51 20 WILLIAM STREET #310 · WELLESLEY, MA 02481 | Investment Mgmt Fees | $67,448 |
Filed as: ATLANTA CAPITAL MGT Service code 51 1075 PEACHTREE ST NE STE 2100 · ATLANTA, GA 30309 | Investment Mgmt Fees | $51,962 |
CHUBB1 year Filed as: CHUBB INSURANCE Service code 22 · EIN 13-1963498 | Insurance Broker | $17,444 |
FINDELL & COMPANY, P.C.1 year Filed as: FINDELL & COMPANY P.C. Service code 10 · EIN 85-0357326 | Accounting | $16,335 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 94-1503999 | Actuarial | $12,304 |
Filed as: RYAN RAPP PACHECO & KELLY LLP Service code 29 · EIN 86-0767091 | Legal | $9,945 |
KELLEY LAW GROUP1 year Service code 29 3800 N CENTRAL AVE STE 530 · PHOENIX, AZ 85012 | Legal | $8,724 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,749 | $241,101-84.8% | $103,333-64.4% | $199,593-81.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 15.14% | 17.80%-2.7pp | 24.88%-9.7pp | 34.25%-19.1pp |
| Employer contribution / active EE | $1,319 | $4,244-68.9% | $3,868-65.9% | $3,034-56.5% |
| Participant deferral / active EE | $797 | $3,958-79.9% | $5,057-84.2% | $5,087-84.3% |
| Admin fee / account holder | $264 | $288-8.3% | $8,355-96.8% | $269-1.9% |