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 55 · EIN 13-2638166 | Other Commissions | $42,104 |
Filed as: WEYRICH, CRONIN & SORRA CHARTERED Service code 10 · EIN 52-1162023 | Accounting | $5,800 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$3,512 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $186,515 | $80,753+131.0% | $136,294+36.8% | $62,292+199.4% |
| Participation rate | 78.6% | 73.5%+5.0pp | 81.9%-3.3pp | 69.5%+9.1pp |
| Annual return | 15.35% | 35.83%-20.5pp | 5155.94%-5140.6pp | 28.90%-13.5pp |
| Employer contribution / active EE | $1,896 | $2,884-34.3% | $4,695-59.6% | $2,042-7.2% |
| Participant deferral / active EE | $6,468 | $5,164+25.2% | $6,247+3.5% | $3,169+104.1% |
| Admin fee / account holder | $6 | $525-98.8% | $9,243-99.9% | $479-98.7% |