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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Recordkeeping fees; Fi... | $89,537 |
UBS FINANCIAL SERVICES INC9+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $42,000 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,837 | $99,078-13.4% | $96,544-11.1% | $74,419+15.3% |
| Participation rate | 99.3% | 80.7%+18.7pp | 76.0%+23.4pp | 70.7%+28.6pp |
| Annual return | 15.46% | 22.48%-7.0pp | 25.84%-10.4pp | 34.38%-18.9pp |
| Employer contribution / active EE | $2,364 | $2,570-8.0% | $2,965-20.3% | $2,637-10.4% |
| Participant deferral / active EE | $6,821 | $4,933+38.3% | $4,851+40.6% | $4,528+50.6% |
| Admin fee / account holder | $153 | $225-31.7% | $8,252-98.1% | $348-55.9% |