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 |
|---|---|---|
SANNAH M BRANDT LLC DBA UPA1+ years Filed as: SANNAH M. BRANDT LLC DBA UPA Service code 13 | Contract Administrator | $5,510 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 509026 · SAN DIEGO, CA 92150 | Advisory (Plan) | $2,508 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $635 |
Service code 99 6011 W COURTYARD DR · AUSTIN, TX 78730 | Other Fees | $627 |
Filed as: GREAT-WEST LIFE &ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $172 |
SANNAH M BRANDT LLC DBA UPA1+ years Service code 13 3495 PARKWAY AVE · BOZEMAN, MT 59718 | Contract Administrator | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,544 | $52,681-23.0% | $75,781-46.5% | $59,632-32.0% |
| Participation rate | 80.2% | 67.2%+13.0pp | 75.8%+4.4pp | 68.7%+11.6pp |
| Annual return | -2.77% | 2.95%-5.7pp | 9.68%-12.4pp | 2041.28%-2044.1pp |
| Employer contribution / active EE | $1,232 | $2,193-43.8% | $3,323-62.9% | $2,203-44.1% |
| Participant deferral / active EE | $2,144 | $2,591-17.3% | $3,651-41.3% | $3,192-32.8% |
| Admin fee / account holder | $62 | $3,610-98.3% | $5,299-98.8% | $4,297-98.6% |