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 9-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 |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $75,981 |
Filed as: MASSMUTUAL LIFE INS CO Service code 15 · EIN 04-1590850 | Recordkeeping | $21,206 |
FLORIDA RETIREMENT CONSULTANTS5+ years Service code 13 4919 VAN DYKE RD · LUTZ, FL 33558 | Contract Administrator | $1,335 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $63,114 | $99,957-36.9% | $149,696-57.8% | $73,488-14.1% |
| Participation rate | 91.7% | 75.7%+16.0pp | 82.5%+9.3pp | 70.7%+21.1pp |
| Annual return | 11.30% | 53.87%-42.6pp | 276.60%-265.3pp | 28.51%-17.2pp |
| Employer contribution / active EE | $2,216 | $3,191-30.6% | $4,644-52.3% | $2,270-2.4% |
| Participant deferral / active EE | $5,689 | $6,073-6.3% | $6,842-16.8% | $3,740+52.1% |
| Admin fee / account holder | $597 | $551+8.4% | $9,309-93.6% | $513+16.4% |