See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLAN ADMIN SERVICES, INC. Service code 15 · EIN 16-1503696 | Recordkeeping | $2,031 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0532499 | Bank Trustee | $0 |
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 | $48,463 | $74,024-34.5% | $77,999-37.9% | $57,658-15.9% |
| Participation rate | 94.3% | 79.7%+14.5pp | 75.5%+18.8pp | 70.2%+24.0pp |
| Annual return | 8.52% | 12.14%-3.6pp | 425.96%-417.4pp | 5.13%+3.4pp |
| Employer contribution / active EE | $3,737 | $2,365+58.0% | $2,470+51.3% | $1,974+89.3% |
| Participant deferral / active EE | $4,706 | $3,533+33.2% | $3,497+34.6% | $3,061+53.8% |
| Admin fee / account holder | $3 | $93-96.6% | $5,480-99.9% | $95-96.7% |