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 INC4+ years Filed as: UBS FINANCIAL SERVICES Service code 27 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $65,058 |
Filed as: FIDELITY INVSTMS INST COMPANY, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $9,105 |
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 | $83,126 | $37,196+123.5% | $154,107-46.1% | $55,725+49.2% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | -5.70% | 1319.68%-1325.4pp | 735.12%-740.8pp | 244.93%-250.6pp |
| Employer contribution / active EE | $4,036 | $1,614+150.1% | $5,298-23.8% | $2,078+94.2% |
| Participant deferral / active EE | $3,125 | $2,068+51.1% | $5,081-38.5% | $3,356-6.9% |
| Admin fee / account holder | $206 | $102+102.8% | $13,411-98.5% | $115+78.9% |