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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.
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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 | $2,395 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0532499 | Bank Trustee | $0 |
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 | $55,821 | $75,284-25.9% | $91,001-38.7% | $69,631-19.8% |
| Participation rate | 96.0% | 80.4%+15.6pp | 75.6%+20.4pp | 70.7%+25.3pp |
| Annual return | 14.13% | 48.40%-34.3pp | 4.60%+9.5pp | 27571.02%-27556.9pp |
| Employer contribution / active EE | $3,903 | $2,473+57.8% | $2,456+58.9% | $2,032+92.0% |
| Participant deferral / active EE | $5,000 | $3,700+35.1% | $3,547+40.9% | $3,224+55.1% |
| Admin fee / account holder | $4 | $111-96.3% | $5,417-99.9% | $110-96.3% |