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 INC3+ years Filed as: UBS FINANCIAL SERVICES INSURANCE Service code 55 1000 HARBOR BLVD FL 6 · WEEHAWKEN, NJ 07086 | Other Commissions | $22,861 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $6,755 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,780 | $60,545-21.1% | $92,233-48.2% | $69,631-31.4% |
| Participation rate | 42.5% | 72.2%-29.6pp | 76.5%-33.9pp | 70.7%-28.1pp |
| Annual return | 14.06% | 19.71%-5.7pp | 176.28%-162.2pp | 27571.02%-27557.0pp |
| Employer contribution / active EE | $489 | $2,633-81.4% | $3,679-86.7% | $2,032-75.9% |
| Participant deferral / active EE | $1,977 | $2,828-30.1% | $3,897-49.3% | $3,224-38.7% |
| Admin fee / account holder | $23 | $145-84.4% | $5,194-99.6% | $110-79.6% |