Filed September 29, 2021
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 4-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 |
|---|---|---|
Service code 15 · EIN 65-0608221 | Recordkeeping | $32,697 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 26 5465 MILLS CIVIC PARKWAY, SUITE 301 · WEST DES MOINES, IA 50266 | Advisory (Participants) | $20,343 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,376 | $82,202-64.3% | $125,339-76.6% | $64,808-54.7% |
| Participation rate | 89.1% | 77.9%+11.2pp | 82.4%+6.7pp | 71.5%+17.6pp |
| Annual return | 149.15% | 3.48%+145.7pp | 572.05%-422.9pp | 32.82%+116.3pp |
| Employer contribution / active EE | $577 | $3,615-84.1% | $4,814-88.0% | $2,506-77.0% |
| Participant deferral / active EE | $1,757 | $7,175-75.5% | $7,446-76.4% | $4,310-59.2% |
| Admin fee / account holder | $61 | $163-62.5% | $10,010-99.4% | $188-67.4% |