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; Direct payment fro... | $621,708 |
UBS FINANCIAL SERVICES INC7 years Filed as: UBS FINANCIALS SERVICES Service code 16 · EIN 13-2638166 | Consulting | $104,443 |
NATIONAL FINANCIAL SERVICES7 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $19,214 | $96,393-80.1% | $121,098-84.1% | $96,393-80.1% |
| Participation rate | 99.7% | 71.3%+28.4pp | 69.5%+30.2pp | 71.3%+28.4pp |
| Annual return | 17.81% | 22.88%-5.1pp | 985.75%-967.9pp | 22.88%-5.1pp |
| Employer contribution / active EE | $798 | $3,238-75.4% | $4,164-80.8% | $3,238-75.4% |
| Participant deferral / active EE | $3,808 | $5,455-30.2% | $4,080-6.7% | $5,455-30.2% |
| Admin fee / account holder | $43 | $74-42.0% | $5,644-99.2% | $74-42.0% |