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 INC3+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $39,754 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,312 |
ADP BROKER-DEALER3+ 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 | $45,547 | $51,466-11.5% | $78,778-42.2% | $62,292-26.9% |
| Participation rate | 95.0% | 59.8%+35.2pp | 69.2%+25.9pp | 69.5%+25.5pp |
| Annual return | 17.81% | 19.96%-2.1pp | 35.62%-17.8pp | 28.90%-11.1pp |
| Employer contribution / active EE | $2,077 | $827+151.0% | $1,986+4.6% | $2,042+1.7% |
| Participant deferral / active EE | $6,332 | $2,147+194.9% | $2,958+114.0% | $3,169+99.8% |
| Admin fee / account holder | $134 | $489-72.7% | $5,134-97.4% | $479-72.1% |