Filed February 25, 2021
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 |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $1,605 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0532499 | Bank Trustee | $475 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $7,163 | $44,873-84.0% | $79,464-91.0% | $56,287-87.3% |
| Participation rate | 99.2% | 68.7%+30.5pp | 73.3%+25.9pp | 69.9%+29.4pp |
| Annual return | 8.42% | 0.81%+7.6pp | 718.14%-709.7pp | -9.96%+18.4pp |
| Employer contribution / active EE | $439 | $2,140-79.5% | $2,800-84.3% | $2,111-79.2% |
| Participant deferral / active EE | $699 | $2,746-74.5% | $3,704-81.1% | $3,350-79.1% |
| Admin fee / account holder | $13 | $418-97.0% | $5,113-99.8% | $521-97.6% |