Filed February 13, 2025 (most recent of 2 filings on file)
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 INC4+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $70,134 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,895 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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 | $68,188 | $62,928+8.4% | $172,739-60.5% | $67,579+0.9% |
| Participation rate | 84.9% | 64.5%+20.4pp | 82.6%+2.2pp | 71.3%+13.6pp |
| Annual return | 6.56% | 30.36%-23.8pp | 802.84%-796.3pp | 378.56%-372.0pp |
| Employer contribution / active EE | $1,385 | $1,636-15.4% | $5,143-73.1% | $2,148-35.5% |
| Participant deferral / active EE | $4,193 | $2,145+95.5% | $5,198-19.3% | $3,539+18.5% |
| Admin fee / account holder | $176 | $167+5.7% | $13,954-98.7% | $142+23.8% |