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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $58,344 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $34,527 |
ASCENSUS LLC1 year Filed as: FUTURE PLAN BY ASCENSUS Service code 13 · EIN 58-1392124 | Contract Administrator | $9,544 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,492 | $82,202+32.0% | $125,339-13.4% | $64,808+67.4% |
| Participation rate | 91.6% | 77.9%+13.8pp | 82.4%+9.3pp | 71.5%+20.2pp |
| Annual return | -2.45% | 3.48%-5.9pp | 572.05%-574.5pp | 32.82%-35.3pp |
| Employer contribution / active EE | $3,852 | $3,615+6.5% | $4,814-20.0% | $2,506+53.7% |
| Participant deferral / active EE | $6,566 | $7,175-8.5% | $7,446-11.8% | $4,310+52.3% |
| Admin fee / account holder | $344 | $163+110.9% | $10,010-96.6% | $188+83.4% |