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.
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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 |
|---|---|---|
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 100 CRESCENT COURT SUITE 600 · DALLAS, TX 75201 | Advisory (Plan) | $28,605 |
MCCREADY & KEENE INC.3+ years Service code 15 · EIN 35-0500670 | Recordkeeping | $21,241 |
MATRIX TRUST COMPANY3+ years Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Direct payment from the plan; Account... | $1,032 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $72,057 | $59,186+21.7% | $76,768-6.1% | $56,287+28.0% |
| Participation rate | 92.4% | 75.2%+17.2pp | 77.0%+15.4pp | 69.9%+22.5pp |
| Annual return | 1.46% | 6.62%-5.2pp | 2.43%-1.0pp | -9.96%+11.4pp |
| Employer contribution / active EE | $2,666 | $1,759+51.6% | $2,485+7.3% | $2,111+26.3% |
| Participant deferral / active EE | $3,607 | $3,255+10.8% | $3,852-6.3% | $3,350+7.7% |
| Admin fee / account holder | $363 | $489-25.7% | $6,675-94.6% | $521-30.2% |