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 | Shareholder servicing fees; Recordkee... | $658,844 |
UBS FINANCIAL SERVICES INC8 years Filed as: UBS FINANCIALS SERVICES Service code 16 · EIN 13-2638166 | Consulting | $136,414 |
NATIONAL FINANCIAL SERVICES8 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,870 | $106,382-78.5% | $129,207-82.3% | $106,382-78.5% |
| Participation rate | 99.8% | 69.9%+29.9pp | 69.6%+30.2pp | 69.9%+29.9pp |
| Annual return | 12.98% | 17.37%-4.4pp | 9417.33%-9404.3pp | 17.37%-4.4pp |
| Employer contribution / active EE | $878 | $3,364-73.9% | $4,153-78.9% | $3,364-73.9% |
| Participant deferral / active EE | $4,164 | $5,569-25.2% | $4,168-0.1% | $5,569-25.2% |
| Admin fee / account holder | $46 | $79-42.0% | $7,715-99.4% | $79-42.0% |