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 |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $46,349 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $18,253 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,444 | $84,487-50.9% | $125,339-66.9% | $66,914-38.1% |
| Participation rate | 89.2% | 76.4%+12.8pp | 82.4%+6.9pp | 69.8%+19.4pp |
| Annual return | -17.63% | -8.39%-9.2pp | 572.05%-589.7pp | 1.58%-19.2pp |
| Employer contribution / active EE | $1,643 | $3,553-53.8% | $4,814-65.9% | $2,544-35.4% |
| Participant deferral / active EE | $3,961 | $6,781-41.6% | $7,446-46.8% | $4,237-6.5% |
| Admin fee / account holder | $281 | $685-58.9% | $10,010-97.2% | $593-52.6% |