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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICE Service code 19 · EIN 01-6215776 | Securities Custodian | $120,290 |
WELLESLEY6 years Service code 51 20 WILLIAMS STREET #310 · WELLESLEY, MA 02481 | Investment Mgmt Fees | $42,389 |
Service code 13 · EIN 86-0785790 | Contract Administrator | $35,638 |
BALDWIN & BALDWIN PLLC3 years Filed as: BALDWIN MOFFITT BEHM LLP Service code 10 · EIN 46-4370753 | Accounting | $23,202 |
Filed as: WCM Service code 51 281 BROOKS STREET · LAGUNA BEACH, CA 92651 | Investment Mgmt Fees | $17,220 |
KELLEY LAW GROUP1 year Service code 29 3800 N CENTRAL AVE STE 530 · PHOENIX, AZ 85012 | Legal | $16,315 |
THE SEGAL COMPANY5 years Filed as: SEGAL SELECT INSURANCE Service code 53 · EIN 46-0614919 | Insurance Commissions | $6,446 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,790 | $241,101-88.1% | $103,333-72.1% | $199,593-85.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 8.26% | 17.80%-9.5pp | 24.88%-16.6pp | 34.25%-26.0pp |
| Employer contribution / active EE | $1,889 | $4,244-55.5% | $3,868-51.2% | $3,034-37.7% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $184 | $288-35.9% | $8,355-97.8% | $269-31.4% |