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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $277,193 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $229,059 |
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 | $169,437 | $91,746+84.7% | $146,665+15.5% | $93,030+82.1% |
| Participation rate | 95.2% | 80.9%+14.3pp | 80.1%+15.1pp | 73.9%+21.3pp |
| Annual return | 28.01% | 18.28%+9.7pp | 22.74%+5.3pp | 158.70%-130.7pp |
| Employer contribution / active EE | $1,396 | $2,815-50.4% | $4,136-66.3% | $2,706-48.4% |
| Participant deferral / active EE | $4,877 | $4,589+6.3% | $5,506-11.4% | $4,562+6.9% |
| Admin fee / account holder | $148 | $101+46.0% | $10,280-98.6% | $152-2.6% |