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 INC4 years Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $64,273 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,537 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,482 |
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 | $110,243 | $78,781+39.9% | $100,516+9.7% | $73,409+50.2% |
| Participation rate | 80.2% | 80.0%+0.2pp | 79.4%+0.8pp | 72.2%+8.0pp |
| Annual return | 16.19% | 31.69%-15.5pp | 30.89%-14.7pp | 59.29%-43.1pp |
| Employer contribution / active EE | $2,481 | $2,420+2.5% | $3,418-27.4% | $2,234+11.1% |
| Participant deferral / active EE | $8,827 | $6,537+35.0% | $6,270+40.8% | $3,805+132.0% |
| Admin fee / account holder | $322 | $145+121.7% | $8,081-96.0% | $158+104.1% |