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 | Claims processing; Finders' fees / pl... | $435,549 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIALS SERVICES Service code 16 · EIN 13-2638166 | Consulting | $69,393 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,920 | $68,904-78.3% | $121,196-87.7% | $68,904-78.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 71.7%+28.3pp | 74.1%+25.9pp |
| Annual return | -6.74% | 1.07%-7.8pp | 16.93%-23.7pp | 1.07%-7.8pp |
| Employer contribution / active EE | $564 | $2,540-77.8% | $4,022-86.0% | $2,540-77.8% |
| Participant deferral / active EE | $2,594 | $4,015-35.4% | $3,344-22.4% | $4,015-35.4% |
| Admin fee / account holder | $51 | $71-28.1% | $5,019-99.0% | $71-28.1% |