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 8-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 Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $14,238 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,490 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,813 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16 |
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 | $32,867 | $55,636-40.9% | $81,983-59.9% | $73,488-55.3% |
| Participation rate | 96.5% | 62.3%+34.2pp | 69.2%+27.3pp | 70.7%+25.8pp |
| Annual return | 14.97% | 19.07%-4.1pp | 41.31%-26.3pp | 28.51%-13.5pp |
| Employer contribution / active EE | $1,843 | $1,625+13.4% | $2,498-26.2% | $2,270-18.8% |
| Participant deferral / active EE | $3,783 | $2,762+37.0% | $3,722+1.6% | $3,740+1.2% |
| Admin fee / account holder | $167 | $493-66.1% | $5,664-97.0% | $513-67.4% |