Filed January 20, 2017
Total covered: 19 employees
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 10-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 |
|---|---|---|
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $52,972 |
SWERDLIN & COMPANY3+ years Service code 15 · EIN 58-1392124 | Recordkeeping | $35,870 |
LT TRUST COMPANY3+ years Filed as: MG TRUST COMPANY LLC Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
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 | $92,592 | $155,795-40.6% | $136,294-32.1% | $69,631+33.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 18.82% | 232464.33%-232445.5pp | 5155.94%-5137.1pp | 27571.02%-27552.2pp |
| Employer contribution / active EE | $3,938 | $2,991+31.7% | $4,695-16.1% | $2,032+93.8% |
| Participant deferral / active EE | $6,090 | $5,394+12.9% | $6,247-2.5% | $3,224+88.9% |
| Admin fee / account holder | $179 | $128+39.4% | $9,243-98.1% | $110+61.9% |