Filed February 8, 2023 (most recent of 2 filings on file)
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 8-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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 600 WEST BROADWAY · SAN DIEGO, CA 92101 | Advisory (Participants) | $1,679,143 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $11,126 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $7,398 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,653 | $99,957-56.3% | $149,696-70.8% | $73,488-40.6% |
| Participation rate | 84.4% | 75.7%+8.7pp | 82.5%+2.0pp | 70.7%+13.7pp |
| Annual return | 13.21% | 53.87%-40.7pp | 276.60%-263.4pp | 28.51%-15.3pp |
| Employer contribution / active EE | $1,289 | $3,191-59.6% | $4,644-72.2% | $2,270-43.2% |
| Participant deferral / active EE | $2,637 | $6,073-56.6% | $6,842-61.5% | $3,740-29.5% |
| Admin fee / account holder | $174 | $551-68.4% | $9,309-98.1% | $513-66.1% |