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 |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $32,635 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,062 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $44,768 | $57,108-21.6% | $94,224-52.5% | $52,331-14.5% |
| Participation rate | 92.9% | 72.9%+19.9pp | 78.8%+14.1pp | 68.1%+24.8pp |
| Annual return | 0.48% | 1.47%-1.0pp | 10.68%-10.2pp | 4.54%-4.1pp |
| Employer contribution / active EE | $1,189 | $1,735-31.5% | $3,587-66.8% | $1,882-36.8% |
| Participant deferral / active EE | $4,264 | $3,040+40.3% | $4,320-1.3% | $3,022+41.1% |
| Admin fee / account holder | $33 | $546-94.0% | $6,269-99.5% | $592-94.4% |