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 INC2+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $37,823 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,875 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $40,032 | $42,546-5.9% | $71,796-44.2% | $55,167-27.4% |
| Participation rate | 94.7% | 59.1%+35.6pp | 69.1%+25.6pp | 69.0%+25.7pp |
| Annual return | 6.15% | 12.36%-6.2pp | 78.04%-71.9pp | 169.23%-163.1pp |
| Employer contribution / active EE | $1,730 | $803+115.3% | $1,924-10.1% | $1,963-11.9% |
| Participant deferral / active EE | $5,519 | $2,064+167.3% | $2,794+97.5% | $3,054+80.7% |
| Admin fee / account holder | $206 | $650-68.3% | $4,815-95.7% | $504-59.1% |