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 INC2+ years Service code 70 315 DEADERICK ST 5TH FL. · NASHVILLE, TN 37238 | Consulting Fees | $199,377 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $84,164 |
Annual investment return 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 | $104,057 | $67,228+54.8% | $117,854-11.7% | $77,958+33.5% |
| Participation rate | 92.8% | 79.4%+13.4pp | 79.7%+13.2pp | 71.6%+21.2pp |
| Annual return | 13.63% | 19.13%-5.5pp | 335.08%-321.4pp | 20.87%-7.2pp |
| Employer contribution / active EE | $5,111 | $2,211+131.2% | $3,786+35.0% | $2,310+121.2% |
| Participant deferral / active EE | $4,135 | $3,653+13.2% | $4,482-7.7% | $3,537+16.9% |
| Admin fee / account holder | $95 | $76+25.1% | $8,020-98.8% | $97-2.6% |