Filed January 10, 2024 (most recent of 3 filings on file)
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 |
|---|---|---|
Filed as: HUB INVESTMENT PARTNERS Service code 27 · EIN 84-4758315 | Advisory (Plan) | $24,682 |
Service code 26 · EIN 04-2675571 | Advisory (Participants) | $6,250 |
TIAA11+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $225 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $70,756-100.0% | $65,493-100.0% | $142,382-100.0% |
| Participation rate | 0.0% | 77.4%-77.4pp | 73.1%-73.1pp | 80.1%-80.1pp |
| Annual return | -99.79% | 1754.89%-1854.7pp | 982.45%-1082.2pp | 217.08%-316.9pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $4,637-100.0% | $3,961-100.0% | $6,507-100.0% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |