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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 |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Service code 27 315 DEADERICK ST. · NASHVILLE, TN 37238 | Advisory (Plan) | $71,127 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $15,337 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,894 | $85,199-73.1% | $57,179-60.0% | $63,975-64.2% |
| Participation rate | 48.6% | 74.0%-25.4pp | 75.3%-26.7pp | 71.1%-22.5pp |
| Annual return | 12.07% | 10.43%+1.6pp | 14.59%-2.5pp | 48.65%-36.6pp |
| Employer contribution / active EE | $1,269 | $3,446-63.2% | $2,682-52.7% | $2,182-41.8% |
| Participant deferral / active EE | $1,844 | $3,109-40.7% | $3,096-40.4% | $3,356-45.1% |
| Admin fee / account holder | $40 | $39+3.6% | $3,139-98.7% | $70-43.2% |