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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $22,503 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $6,077 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $3,025 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,144 | $84,487-33.5% | $125,339-55.2% | $66,914-16.1% |
| Participation rate | 33.0% | 76.4%-43.4pp | 82.4%-49.4pp | 69.8%-36.8pp |
| Annual return | -12.12% | -8.39%-3.7pp | 572.05%-584.2pp | 1.58%-13.7pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $12,116 | $6,781+78.7% | $7,446+62.7% | $4,237+186.0% |
| Admin fee / account holder | $189 | $685-72.4% | $10,010-98.1% | $593-68.1% |