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: BENEFIT PLANS ADMIN SERVICES,INC. Service code 15 · EIN 16-1503696 | Recordkeeping | $10,619 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0532499 | Bank Trustee | $1,955 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $3,339 | $44,221-92.4% | $121,196-97.2% | $56,287-94.1% |
| Participation rate | 84.9% | 61.1%+23.9pp | 71.7%+13.2pp | 69.9%+15.1pp |
| Annual return | -4.56% | -3.58%-1.0pp | 16.93%-21.5pp | -9.96%+5.4pp |
| Employer contribution / active EE | $183 | $1,480-87.6% | $4,022-95.5% | $2,111-91.3% |
| Participant deferral / active EE | $962 | $2,521-61.9% | $3,344-71.2% | $3,350-71.3% |
| Admin fee / account holder | $41 | $480-91.4% | $5,019-99.2% | $521-92.1% |