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 INC5 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $49,985 |
TRISTAR PENSION LTD5 years Filed as: TRISTAR PENSION, LTD Service code 13 · EIN 73-1553813 9150 N MAY AVE · OKLAHOMA CITY, OK 73120 | Contract Administrator | $17,412 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,183 |
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 | $115,375 | $79,700+44.8% | $153,485-24.8% | $74,495+54.9% |
| Participation rate | 95.1% | 69.8%+25.3pp | 77.1%+18.0pp | 67.2%+27.9pp |
| Annual return | 15.68% | 15.07%+0.6pp | 15.65%0pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $8,186 | $4,016+103.8% | $5,039+62.5% | $2,623+212.1% |
| Participant deferral / active EE | $10,919 | $5,315+105.4% | $6,757+61.6% | $4,346+151.2% |
| Admin fee / account holder | $190 | $1,790-89.4% | $12,724-98.5% | $1,942-90.2% |