See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 INC4 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $25,589 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $9,875 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $3,050 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,711 | $95,274-60.4% | $135,903-72.3% | $74,419-49.3% |
| Participation rate | 96.0% | 78.2%+17.8pp | 81.9%+14.1pp | 70.7%+25.3pp |
| Annual return | 31.11% | 32.77%-1.7pp | 68.23%-37.1pp | 34.38%-3.3pp |
| Employer contribution / active EE | $0 | $3,874-100.0% | $4,856-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $10,317 | $7,782+32.6% | $7,758+33.0% | $4,528+127.9% |
| Admin fee / account holder | $85 | $266-68.2% | $10,762-99.2% | $348-75.7% |