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 INC6+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $64,383 |
SWERDLIN & COMPANY6+ years Service code 15 · EIN 58-1392124 | Recordkeeping | $50,617 |
LT TRUST COMPANY2 years 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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $102,365 | $99,957+2.4% | $149,696-31.6% | $73,488+39.3% |
| Participation rate | 88.9% | 75.7%+13.2pp | 82.5%+6.5pp | 70.7%+18.3pp |
| Annual return | 11.34% | 53.87%-42.5pp | 276.60%-265.3pp | 28.51%-17.2pp |
| Employer contribution / active EE | $7,899 | $3,191+147.5% | $4,644+70.1% | $2,270+248.0% |
| Participant deferral / active EE | $6,876 | $6,073+13.2% | $6,842+0.5% | $3,740+83.9% |
| Admin fee / account holder | $218 | $551-60.5% | $9,309-97.7% | $513-57.6% |