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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 INC5 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $42,941 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $19,684 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $5,500 |
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).
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 | $49,875 | $106,028-53.0% | $146,958-66.1% | $77,643-35.8% |
| Participation rate | 98.5% | 78.4%+20.2pp | 82.2%+16.4pp | 70.6%+28.0pp |
| Annual return | 50.44% | 56.73%-6.3pp | 418.34%-367.9pp | 31.24%+19.2pp |
| Employer contribution / active EE | $1 | $4,063-100.0% | $4,933-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $11,310 | $7,990+41.6% | $8,070+40.2% | $4,647+143.4% |
| Admin fee / account holder | $132 | $337-61.0% | $12,998-99.0% | $430-69.4% |