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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.
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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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $35,281 |
UBS FINANCIAL SERVICES INC3 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $33,968 |
BKD, LLP1 year Filed as: DIXON HUGHES GOODMAN, LLP Service code 27 · EIN 56-0747981 | Advisory (Plan) | $22,420 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,881 | $48,471+11.2% | $182,532-70.5% | $67,579-20.3% |
| Participation rate | 52.3% | 67.2%-14.9pp | 78.0%-25.7pp | 71.3%-19.0pp |
| Annual return | 23.78% | 31.08%-7.3pp | 148.54%-124.8pp | 378.56%-354.8pp |
| Employer contribution / active EE | $227 | $1,461-84.5% | $4,076-94.4% | $2,148-89.4% |
| Participant deferral / active EE | $2,215 | $3,324-33.4% | $5,524-59.9% | $3,539-37.4% |
| Admin fee / account holder | $238 | $151+57.1% | $8,592-97.2% | $142+66.9% |