Filed December 15, 2022 (most recent of 6 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC10+ years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $332,040 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $265,625 |
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 | $171,016 | $111,072+54.0% | $156,263+9.4% | $102,872+66.2% |
| Participation rate | 96.3% | 80.1%+16.2pp | 78.9%+17.4pp | 73.0%+23.3pp |
| Annual return | 20.08% | 16.98%+3.1pp | 59.47%-39.4pp | 19.06%+1.0pp |
| Employer contribution / active EE | $8,950 | $4,017+122.8% | $4,333+106.6% | $3,526+153.8% |
| Participant deferral / active EE | $5,969 | $5,455+9.4% | $6,158-3.1% | $5,535+7.8% |
| Admin fee / account holder | $133 | $120+10.1% | $14,255-99.1% | $292-54.6% |