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 INC4 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $24,500 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $18,935 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $47,687 | $91,407-47.8% | $135,903-64.9% | $71,457-33.3% |
| Participation rate | 87.3% | 75.7%+11.7pp | 81.9%+5.4pp | 67.9%+19.4pp |
| Annual return | 18.71% | 29.90%-11.2pp | 68.23%-49.5pp | 28.85%-10.1pp |
| Employer contribution / active EE | $1,780 | $3,703-51.9% | $4,856-63.3% | $2,588-31.2% |
| Participant deferral / active EE | $4,102 | $7,092-42.2% | $7,758-47.1% | $4,289-4.4% |
| Admin fee / account holder | $302 | $1,266-76.2% | $10,762-97.2% | $1,587-81.0% |