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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES Service code 27 925 4TH AVENUE · SEATTLE, WA 98104 | Advisory (Plan) | $25,791 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,528 |
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 | $95,609 | $80,753+18.4% | $136,294-29.9% | $62,292+53.5% |
| Participation rate | 96.9% | 73.5%+23.3pp | 81.9%+14.9pp | 69.5%+27.3pp |
| Annual return | 14.09% | 35.83%-21.7pp | 5155.94%-5141.8pp | 28.90%-14.8pp |
| Employer contribution / active EE | $2,368 | $2,884-17.9% | $4,695-49.6% | $2,042+15.9% |
| Participant deferral / active EE | $6,230 | $5,164+20.6% | $6,247-0.3% | $3,169+96.6% |
| Admin fee / account holder | $374 | $525-28.8% | $9,243-96.0% | $479-22.0% |