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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.
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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 INC5+ years Filed as: UBS Service code 51 · EIN 13-2638166 | Investment Mgmt Fees | $29,215 |
MATRIX TRUST COMPANY5+ years Filed as: MATRIX TRUST Service code 21 · EIN 75-3182674 | Bank Trustee | $28,269 |
SHEAKLEYWORKFORCEMANAGE DBA SHEAKLE2 years Service code 13 · EIN 82-3571106 | Contract Administrator | $7,081 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $74,703 | $65,365+14.3% | $92,893-19.6% | $72,985+2.4% |
| Participation rate | 78.1% | 68.3%+9.8pp | 76.0%+2.1pp | 69.5%+8.6pp |
| Annual return | 17.05% | 42.10%-25.1pp | 109.41%-92.4pp | 81.00%-64.0pp |
| Employer contribution / active EE | $10,131 | $2,594+290.5% | $3,653+177.4% | $2,440+315.2% |
| Participant deferral / active EE | $5,329 | $3,128+70.4% | $4,236+25.8% | $3,607+47.7% |
| Admin fee / account holder | $911 | $4,251-78.6% | $5,794-84.3% | $5,124-82.2% |