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 6-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 |
|---|---|---|
BMO HARRIS BANK NA1+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $55,266 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES Service code 27 3280 PEACHTREE ROAD, NE · ATLANTA, GA 30326 | Advisory (Plan) | $22,784 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $13,369 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $91,059 | $54,320+67.6% | $67,652+34.6% | $52,331+74.0% |
| Participation rate | 98.7% | 73.6%+25.1pp | 75.7%+23.0pp | 68.1%+30.6pp |
| Annual return | 0.37% | 6.81%-6.4pp | 6625.04%-6624.7pp | 4.54%-4.2pp |
| Employer contribution / active EE | $1,034 | $1,544-33.0% | $2,266-54.4% | $1,882-45.1% |
| Participant deferral / active EE | $4,371 | $2,950+48.2% | $3,560+22.8% | $3,022+44.6% |
| Admin fee / account holder | $278 | $527-47.2% | $4,821-94.2% | $592-53.0% |