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) | $49,993 |
TRISTAR PENSION LTD4 years Filed as: TRISTAR PENSION, LTD Service code 49 · EIN 73-1553813 9150 N MAY AVE · OKLAHOMA CITY, OK 73120 | Other Services | $14,681 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $11,634 |
Filed as: UBS FINANCIAL SVC INC Service code 27 | Advisory (Plan) | $7 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,575 | $72,137+33.9% | $142,449-32.2% | $71,457+35.2% |
| Participation rate | 100.0% | 71.7%+28.3pp | 76.8%+23.2pp | 67.9%+32.1pp |
| Annual return | 18.26% | 21.15%-2.9pp | 19.99%-1.7pp | 28.85%-10.6pp |
| Employer contribution / active EE | $7,881 | $3,793+107.8% | $4,847+62.6% | $2,588+204.6% |
| Participant deferral / active EE | $11,055 | $5,280+109.4% | $6,283+75.9% | $4,289+157.8% |
| Admin fee / account holder | $182 | $1,433-87.3% | $10,011-98.2% | $1,587-88.5% |