Filed April 11, 2024
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $76,159 |
UBS FINANCIAL SERVICES INC2 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $34,470 |
ERISA SERVICES, INC.2 years Filed as: ERISA SERVICES INC Service code 13 · EIN 62-1200951 | Contract Administrator | $10,155 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,147 | $50,815-30.8% | $155,509-77.4% | $77,643-54.7% |
| Participation rate | 98.9% | 63.1%+35.8pp | 78.2%+20.8pp | 70.6%+28.4pp |
| Annual return | 14.01% | 34.80%-20.8pp | 64.67%-50.7pp | 31.24%-17.2pp |
| Employer contribution / active EE | $4,060 | $1,993+103.8% | $4,672-13.1% | $2,726+49.0% |
| Participant deferral / active EE | $3,771 | $2,822+33.6% | $5,626-33.0% | $4,647-18.9% |
| Admin fee / account holder | $261 | $437-40.3% | $15,912-98.4% | $430-39.4% |