Filed December 23, 2022
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 10-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 25 · EIN 04-2647786 | Directed Trustee | $89,310 |
Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $36,694 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-0189319 | Accounting | $30,129 |
Filed as: THORSON MCDONALD WHITMAN & CURNUTT Service code 29 · EIN 91-1608561 | Legal | $10,455 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,647 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,754 | $95,776-42.8% | $162,163-66.2% | $77,787-29.6% |
| Participation rate | 99.3% | 88.6%+10.6pp | 87.6%+11.7pp | 73.2%+26.1pp |
| Annual return | 21.98% | 37.03%-15.0pp | 115.59%-93.6pp | 32.57%-10.6pp |
| Employer contribution / active EE | $3,795 | $3,874-2.0% | $5,614-32.4% | $2,504+51.5% |
| Participant deferral / active EE | $3,318 | $6,125-45.8% | $7,298-54.5% | $3,967-16.4% |
| Admin fee / account holder | $117 | $88+33.5% | $10,843-98.9% | $100+16.9% |