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 INC2+ years Filed as: UBS FINANCIAL SERVICES INS AGENCY I Service code 26 925 4TH AVE · SEATTLE, WA 98104 | Advisory (Participants) | $47,014 |
Service code 13 · EIN 91-1035498 | Contract Administrator | $25,617 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $76,661 | $75,183+2.0% | $123,892-38.1% | $55,167+39.0% |
| Participation rate | 91.0% | 72.8%+18.2pp | 81.4%+9.6pp | 69.0%+22.0pp |
| Annual return | 6.60% | 19.01%-12.4pp | 47.52%-40.9pp | 169.23%-162.6pp |
| Employer contribution / active EE | $2,924 | $2,823+3.6% | $4,617-36.7% | $1,963+49.0% |
| Participant deferral / active EE | $5,726 | $5,084+12.6% | $5,984-4.3% | $3,054+87.5% |
| Admin fee / account holder | $508 | $663-23.3% | $8,357-93.9% | $504+0.8% |