Filed December 26, 2024
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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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $38,814 |
UBS FINANCIAL SERVICES INC2 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $27,239 |
Service code 13 · EIN 27-0293282 | Contract Administrator | $6,717 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,775 | $49,915-44.4% | $154,803-82.1% | $74,304-62.6% |
| Participation rate | 83.5% | 54.0%+29.6pp | 78.1%+5.5pp | 60.3%+23.2pp |
| Annual return | 12.56% | 34.06%-21.5pp | 58.88%-46.3pp | 29.43%-16.9pp |
| Employer contribution / active EE | $2,820 | $1,611+75.0% | $4,305-34.5% | $2,241+25.8% |
| Participant deferral / active EE | $2,131 | $2,255-5.5% | $5,540-61.5% | $3,767-43.4% |
| Admin fee / account holder | $115 | $2,189-94.7% | $14,329-99.2% | $2,969-96.1% |