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 FINANCIAL SERVICES INC. Service code 55 | Other Commissions | $9,867 |
BEASLEY & COMPANY1 year Service code 13 2626 E. 21ST ST. STE 1 · TULSA, OK 74114 | Contract Administrator | $1,425 |
Service code 55 WARREN PLACE TWO · TULSA, OK 74136 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $32,506 | $50,643-35.8% | $106,619-69.5% | $55,167-41.1% |
| Participation rate | 44.4% | 65.6%-21.1pp | 78.0%-33.6pp | 69.0%-24.5pp |
| Annual return | 7.28% | 7.02%+0.3pp | 9.42%-2.1pp | 169.23%-162.0pp |
| Employer contribution / active EE | $832 | $1,626-48.8% | $3,947-78.9% | $1,963-57.6% |
| Participant deferral / active EE | $1,236 | $2,208-44.0% | $3,930-68.5% | $3,054-59.5% |
| Admin fee / account holder | $20 | $488-96.0% | $6,418-99.7% | $504-96.1% |