Filed July 2, 2018 (most recent of 4 filings on file)
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 12 · EIN 13-3689044 | Recordkeeping fees; Shareholder servi... | $218,095 |
UBS FINANCIAL SERVICES INC9 years Filed as: UBS FINANCIAL Service code 16 · EIN 13-2638166 | Consulting | $83,726 |
NATIONAL FINANCIAL SERVICES9 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $81,912 | $84,030-2.5% | $126,539-35.3% | $102,872-20.4% |
| Participation rate | 97.7% | 58.3%+39.4pp | 69.8%+27.8pp | 73.0%+24.6pp |
| Annual return | 16.29% | 17.79%-1.5pp | 425.95%-409.7pp | 19.06%-2.8pp |
| Employer contribution / active EE | $3,038 | $3,287-7.6% | $3,674-17.3% | $3,526-13.8% |
| Participant deferral / active EE | $7,174 | $3,749+91.4% | $4,083+75.7% | $5,535+29.6% |
| Admin fee / account holder | $101 | $299-66.1% | $6,065-98.3% | $292-65.3% |