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 INC3 years Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $58,223 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,363 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,563 |
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 | $93,212 | $69,231+34.6% | $91,989+1.3% | $67,579+37.9% |
| Participation rate | 78.2% | 78.9%-0.7pp | 78.6%-0.5pp | 71.3%+6.9pp |
| Annual return | 25.31% | 32.03%-6.7pp | 69.02%-43.7pp | 378.56%-353.3pp |
| Employer contribution / active EE | $2,522 | $2,284+10.4% | $3,452-26.9% | $2,148+17.4% |
| Participant deferral / active EE | $8,642 | $5,854+47.6% | $5,923+45.9% | $3,539+144.2% |
| Admin fee / account holder | $286 | $107+166.5% | $7,743-96.3% | $142+101.2% |