See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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: UBS - RETIREMENT PLAN CONSULTING Service code 15 PO BOX 198928 · NASHVILLE, TN 37238 | Recordkeeping | $14,048 |
PAYCHEX, INC.8+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $10,340 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $32,773 | $64,119-48.9% | $112,228-70.8% | $66,914-51.0% |
| Participation rate | 73.7% | 68.5%+5.2pp | 75.1%-1.4pp | 69.8%+3.9pp |
| Annual return | -13.99% | -13.81%-0.2pp | 27.45%-41.4pp | 1.58%-15.6pp |
| Employer contribution / active EE | $2,119 | $3,005-29.5% | $3,635-41.7% | $2,544-16.7% |
| Participant deferral / active EE | $3,356 | $3,693-9.1% | $4,728-29.0% | $4,237-20.8% |
| Admin fee / account holder | $138 | $625-78.0% | $6,410-97.9% | $593-76.8% |