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 | $216,766 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES INC. Service code 26 5465 MILLS CIVIC PARKWAY · DES MOINES, IA 50266 | Advisory (Participants) | $91,877 |
Service code 12 · EIN 47-0098400 | Other services; Account maintenance f... | $45,638 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $21,903 |
JASON F CLAUSEN PC1 year Filed as: JASON F. CLAUSEN, P.C. Service code 10 · EIN 27-4097479 | Accounting | $8,000 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $1,496 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,954 | $44,897-24.4% | $84,966-60.0% | $199,593-83.0% |
| Participation rate | 77.1% | 45.7%+31.4pp | 67.5%+9.6pp | 72.0%+5.2pp |
| Annual return | 88.16% | 20.96%+67.2pp | 66.38%+21.8pp | 34.25%+53.9pp |
| Employer contribution / active EE | $1,322 | $1,365-3.2% | $2,727-51.5% | $3,034-56.4% |
| Participant deferral / active EE | $3,417 | $2,668+28.1% | $4,519-24.4% | $5,087-32.8% |
| Admin fee / account holder | $151 | $584-74.1% | $6,149-97.5% | $269-43.7% |