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 | $150,696 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $68,938 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $50,383 |
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 38-1357951 | Accounting | $20,500 |
Filed as: THORSON MCDONALD WHITMAN & CURNUTT Service code 29 · EIN 91-1608561 | Legal | $11,205 |
HARLOWE & FALK LLP1 year Service code 29 · EIN 11-3662832 | Legal | $8,550 |
MOSS ADAMS LLP4 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $6,000 |
Form 5500 reported that benefits due were not provided when due.
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 | $61,441 | $95,918-35.9% | $151,611-59.5% | $77,904-21.1% |
| Participation rate | 99.2% | 88.7%+10.5pp | 87.5%+11.7pp | 73.7%+25.6pp |
| Annual return | -15.18% | -5.50%-9.7pp | 3.33%-18.5pp | 12.21%-27.4pp |
| Employer contribution / active EE | $5,305 | $4,330+22.5% | $6,166-14.0% | $2,848+86.3% |
| Participant deferral / active EE | $4,928 | $7,508-34.4% | $8,363-41.1% | $4,806+2.5% |
| Admin fee / account holder | $121 | $93+30.1% | $11,616-99.0% | $133-8.4% |