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 | $171,002 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $74,855 |
MOSS ADAMS LLP2 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $30,873 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,539 |
Filed as: THORSON MCDONALD WHITMAN & CURNUTT Service code 29 · EIN 91-1608561 | Legal | $20,602 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $64,107 | $110,699-42.1% | $177,821-63.9% | $90,288-29.0% |
| Participation rate | 99.0% | 88.3%+10.7pp | 87.7%+11.3pp | 73.4%+25.7pp |
| Annual return | 10.61% | 22.79%-12.2pp | 48.32%-37.7pp | 53.97%-43.4pp |
| Employer contribution / active EE | $4,469 | $4,118+8.5% | $5,918-24.5% | $2,524+77.1% |
| Participant deferral / active EE | $3,915 | $6,731-41.8% | $7,714-49.2% | $4,232-7.5% |
| Admin fee / account holder | $134 | $90+49.0% | $12,427-98.9% | $114+17.6% |