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 INC5+ years Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $258,861 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $103,795 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $138,593 | $82,783+67.4% | $133,956+3.5% | $90,288+53.5% |
| Participation rate | 95.7% | 81.3%+14.4pp | 79.8%+15.8pp | 73.4%+22.3pp |
| Annual return | 7.79% | 21.89%-14.1pp | 45.09%-37.3pp | 53.97%-46.2pp |
| Employer contribution / active EE | $5,537 | $2,388+131.8% | $3,919+41.3% | $2,524+119.3% |
| Participant deferral / active EE | $4,620 | $4,291+7.7% | $5,048-8.5% | $4,232+9.2% |
| Admin fee / account holder | $98 | $93+5.1% | $8,927-98.9% | $114-14.5% |