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.
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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 SVCS INS AGCY INC Service code 22 1000 HARBOR BLVD 8TH FLOOR · WEEHAWKEN, NJ 07087 | Insurance Broker | $31,679 |
ERISA SERVICES, INC.2 years Service code 13 · EIN 62-1200951 | Contract Administrator | $7,657 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $72,490 | $63,299+14.5% | $91,001-20.3% | $62,292+16.4% |
| Participation rate | 48.8% | 73.3%-24.5pp | 75.6%-26.8pp | 69.5%-20.7pp |
| Annual return | 16.83% | 20.99%-4.2pp | 4.60%+12.2pp | 28.90%-12.1pp |
| Employer contribution / active EE | $1,092 | $1,807-39.6% | $2,456-55.5% | $2,042-46.5% |
| Participant deferral / active EE | $2,007 | $2,943-31.8% | $3,547-43.4% | $3,169-36.7% |
| Admin fee / account holder | $416 | $468-11.1% | $5,417-92.3% | $479-13.2% |