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 INC5 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $49,868 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $22,041 |
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 | $53,223 | $101,317-47.5% | $146,958-63.8% | $74,495-28.6% |
| Participation rate | 93.2% | 75.5%+17.7pp | 82.2%+11.1pp | 67.2%+26.0pp |
| Annual return | 19.51% | 8730.91%-8711.4pp | 418.34%-398.8pp | 1364.94%-1345.4pp |
| Employer contribution / active EE | $1,934 | $3,810-49.2% | $4,933-60.8% | $2,623-26.3% |
| Participant deferral / active EE | $4,622 | $7,303-36.7% | $8,070-42.7% | $4,346+6.4% |
| Admin fee / account holder | $294 | $1,739-83.1% | $12,998-97.7% | $1,942-84.9% |