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) | $49,983 |
TRISTAR PENSION LTD2 years Filed as: TRISTAR PENSION, LTD Service code 13 · EIN 73-1553813 9150 N MAY AVE · OKLAHOMA CITY, OK 73120 | Contract Administrator | $17,761 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,975 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,275 | $82,274+23.1% | $152,466-33.6% | $79,386+27.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 78.2%+21.8pp | 70.7%+29.3pp |
| Annual return | 16.85% | 7959.84%-7943.0pp | 757.33%-740.5pp | 116.85%-100.0pp |
| Employer contribution / active EE | $7,554 | $3,613+109.1% | $4,327+74.6% | $2,427+211.2% |
| Participant deferral / active EE | $10,227 | $4,969+105.8% | $5,820+75.7% | $4,046+152.8% |
| Admin fee / account holder | $174 | $632-72.5% | $15,805-98.9% | $626-72.2% |