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 |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Service code 55 · EIN 13-2638166 | Other Commissions | $8,195 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,638 |
Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,749 | $60,165-57.2% | $74,183-65.3% | $55,167-53.3% |
| Participation rate | 91.0% | 74.2%+16.9pp | 76.6%+14.4pp | 69.0%+22.0pp |
| Annual return | 8.39% | 10.00%-1.6pp | 17.74%-9.3pp | 169.23%-160.8pp |
| Employer contribution / active EE | $674 | $1,600-57.9% | $2,370-71.6% | $1,963-65.6% |
| Participant deferral / active EE | $2,453 | $2,973-17.5% | $3,550-30.9% | $3,054-19.7% |
| Admin fee / account holder | $17 | $419-96.0% | $5,586-99.7% | $504-96.7% |