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 | $178,258 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES INC. Service code 26 5465 MILLS CIVIC PARKWAY, SUITE 301 · WEST DES MOINES, IA 50266 | Advisory (Participants) | $68,674 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $9,661 |
JASON F CLAUSEN PC1 year Filed as: JASON F. CLAUSEN, P.C Service code 10 · EIN 27-4097479 | Accounting | $7,000 |
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 | $26,532 | $40,278-34.1% | $80,569-67.1% | $80,160-66.9% |
| Participation rate | 81.4% | 47.5%+33.9pp | 67.0%+14.5pp | 72.9%+8.5pp |
| Annual return | 53.53% | 50.86%+2.7pp | 935.43%-881.9pp | 40.38%+13.1pp |
| Employer contribution / active EE | $1,220 | $1,332-8.4% | $2,723-55.2% | $2,978-59.0% |
| Participant deferral / active EE | $3,102 | $2,696+15.1% | $4,447-30.3% | $5,017-38.2% |
| Admin fee / account holder | $160 | $210-24.0% | $5,377-97.0% | $145+10.4% |