Filed February 13, 2017 (most recent of 2 filings on file)
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 9-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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $79,629 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES INS AGENCY I Service code 53 · EIN 51-0120742 | Insurance Commissions | $20,693 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,046 | $36,916-32.2% | $156,549-84.0% | $57,658-56.6% |
| Participation rate | 53.3% | 63.4%-10.2pp | 84.0%-30.8pp | 70.2%-17.0pp |
| Annual return | 11.77% | 12.38%-0.6pp | 32.23%-20.5pp | 5.13%+6.6pp |
| Employer contribution / active EE | $878 | $1,571-44.1% | $5,501-84.0% | $1,974-55.5% |
| Participant deferral / active EE | $2,202 | $1,926+14.4% | $4,871-54.8% | $3,061-28.0% |
| Admin fee / account holder | $157 | $82+90.4% | $13,027-98.8% | $95+66.1% |