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 INC7 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $191,117 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $86,950 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $38,647 | $122,186-68.4% | $146,958-73.7% | $199,593-80.6% |
| Participation rate | 96.0% | 78.3%+17.7pp | 82.2%+13.8pp | 72.0%+24.0pp |
| Annual return | 15.20% | 30.56%-15.4pp | 418.34%-403.1pp | 34.25%-19.1pp |
| Employer contribution / active EE | $1,762 | $4,093-56.9% | $4,933-64.3% | $3,034-41.9% |
| Participant deferral / active EE | $4,933 | $8,502-42.0% | $8,070-38.9% | $5,087-3.0% |
| Admin fee / account holder | $145 | $179-18.8% | $12,998-98.9% | $269-46.0% |