See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
Filed as: HUB INTERNATIONAL Service code 99 · EIN 11-1000111 | Other Fees | $50,000 |
Filed as: UBS FINANCIAL SERVICES, INC. Service code 99 | Other Fees | $30,133 |
Filed as: SUNCOAST EQUITY MANAGEMENT, LLC Service code 99 · EIN 47-4482326 | Other Fees | $13,689 |
ASSURANCE DIMENSIONS1 year Service code 10 · EIN 26-3429295 | Accounting | $7,500 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $133 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $133 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 99 · EIN 13-2638166 | Other Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $197,042 | $89,355+120.5% | $141,162+39.6% | $72,985+170.0% |
| Participation rate | 91.5% | 75.1%+16.4pp | 82.5%+9.0pp | 69.5%+22.0pp |
| Annual return | 18.84% | 111.85%-93.0pp | 71.39%-52.6pp | 81.00%-62.2pp |
| Employer contribution / active EE | $5,516 | $3,114+77.1% | $4,735+16.5% | $2,440+126.1% |
| Participant deferral / active EE | $7,625 | $5,418+40.7% | $6,709+13.7% | $3,607+111.4% |
| Admin fee / account holder | $632 | $5,958-89.4% | $10,261-93.8% | $5,124-87.7% |