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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.
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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 INC10+ years Filed as: UBS FINANCIAL SERVICES Service code 28 · EIN 13-2638166 | Investment Management | $266,475 |
ZENITH AMERICAN SOLUTIONS10+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $168,031 |
WELLESLEY2 years Filed as: WELLESLEY MGT Service code 51 20 WILLIAM STREET #310 · WELLESLEY, MA 02481 | Investment Mgmt Fees | $73,836 |
ATLANTA CAPITAL MANAGEMENT2 years Filed as: ATLANTA CAPITAL MGT Service code 51 1075 PEACHTREE ST NE STE 2100 · ATLANTA, GA 30309 | Investment Mgmt Fees | $56,940 |
CHUBB2 years Filed as: CHUBB INSURANCE Service code 22 · EIN 13-1963498 | Insurance Broker | $24,043 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 94-1503999 | Actuarial | $16,458 |
KELLEY LAW GROUP2 years Service code 29 3800 N CENTRAL AVE STE 530 · PHOENIX, AZ 85012 | Legal | $15,098 |
BALDWIN & BALDWIN PLLC1 year Filed as: BALDWIN MOFFITT BEHM LLP Service code 10 · EIN 46-4370753 | Accounting | $12,800 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,302 | $103,641-62.1% | $107,525-63.4% | $102,872-61.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.1%+24.9pp | 73.0%+27.0pp |
| Annual return | 3.22% | 13.08%-9.9pp | 181.32%-178.1pp | 19.06%-15.8pp |
| Employer contribution / active EE | $1,753 | $5,096-65.6% | $3,754-53.3% | $3,526-50.3% |
| Participant deferral / active EE | $861 | $3,789-77.3% | $5,116-83.2% | $5,535-84.4% |
| Admin fee / account holder | $283 | $276+2.5% | $8,919-96.8% | $292-3.2% |