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 |
|---|---|---|
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $267,280 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $247,047 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,327 | $84,993+83.9% | $129,995+20.3% | $80,160+95.0% |
| Participation rate | 76.1% | 79.5%-3.5pp | 78.5%-2.4pp | 72.9%+3.1pp |
| Annual return | 18.18% | 23.76%-5.6pp | -137.18%+155.4pp | 40.38%-22.2pp |
| Employer contribution / active EE | $6,912 | $3,051+126.5% | $4,320+60.0% | $2,978+132.1% |
| Participant deferral / active EE | $5,257 | $4,984+5.5% | $5,820-9.7% | $5,017+4.8% |
| Admin fee / account holder | $132 | $391-66.3% | $10,614-98.8% | $145-9.2% |