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 INC5+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $64,115 |
SWERDLIN & COMPANY5+ years Service code 15 · EIN 58-1392124 | Recordkeeping | $36,386 |
LT TRUST COMPANY1 year Filed as: MG TRUST COMPANY Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
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 | $94,861 | $88,122+7.6% | $141,162-32.8% | $67,579+40.4% |
| Participation rate | 78.4% | 76.5%+2.0pp | 82.5%-4.1pp | 71.3%+7.1pp |
| Annual return | 7.34% | 75.40%-68.1pp | 71.39%-64.1pp | 378.56%-371.2pp |
| Employer contribution / active EE | $5,280 | $3,224+63.7% | $4,735+11.5% | $2,148+145.8% |
| Participant deferral / active EE | $5,455 | $5,958-8.4% | $6,709-18.7% | $3,539+54.1% |
| Admin fee / account holder | $206 | $131+57.7% | $10,261-98.0% | $142+45.1% |