Filed March 17, 2025 (most recent of 3 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 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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES Service code 16 · EIN 13-2638166 | Consulting | $62,622 |
Service code 37 · EIN 04-2647786 | Loan Processing | $44,792 |
WEAVER AND TIDWELL, LLP2+ years Service code 10 · EIN 75-0786316 | Accounting | $12,000 |
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 | $56,359 | $66,750-15.6% | $105,722-46.7% | $57,658-2.3% |
| Participation rate | 97.1% | 79.2%+17.9pp | 78.9%+18.2pp | 70.2%+26.9pp |
| Annual return | 11.09% | 10.99%+0.1pp | 12.25%-1.2pp | 5.13%+6.0pp |
| Employer contribution / active EE | $7,098 | $3,766+88.4% | $4,079+74.0% | $1,974+259.6% |
| Participant deferral / active EE | $9,346 | $4,933+89.5% | $5,326+75.5% | $3,061+205.4% |
| Admin fee / account holder | $199 | $88+126.6% | $8,308-97.6% | $95+110.5% |