Filed December 17, 2018
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 |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $80,044 |
Service code 37 · EIN 04-2647786 | Loan Processing | $41,187 |
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 | $44,034 | $47,456-7.2% | $172,739-74.5% | $77,787-43.4% |
| Participation rate | 95.9% | 66.3%+29.7pp | 82.6%+13.3pp | 73.2%+22.7pp |
| Annual return | 23.49% | 35.57%-12.1pp | 802.84%-779.3pp | 32.57%-9.1pp |
| Employer contribution / active EE | $1,857 | $1,574+17.9% | $5,143-63.9% | $2,504-25.9% |
| Participant deferral / active EE | $3,247 | $2,560+26.9% | $5,198-37.5% | $3,967-18.2% |
| Admin fee / account holder | $87 | $81+7.1% | $13,954-99.4% | $100-13.5% |