Filed July 9, 2018
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 INC8 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $73,245 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $49,005 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,480 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $62,069 | $66,457-6.6% | $81,382-23.7% | $77,643-20.1% |
| Participation rate | 87.5% | 68.7%+18.7pp | 69.5%+18.0pp | 70.6%+16.9pp |
| Annual return | 11.05% | 15.93%-4.9pp | 24.73%-13.7pp | 31.24%-20.2pp |
| Employer contribution / active EE | $2,509 | $2,159+16.2% | $2,463+1.9% | $2,726-7.9% |
| Participant deferral / active EE | $5,329 | $3,679+44.8% | $3,883+37.2% | $4,647+14.7% |
| Admin fee / account holder | $181 | $583-68.9% | $5,768-96.9% | $430-57.9% |