Filed December 23, 2022
See peer percentile detail with Solo.
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 |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $164,024 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $74,016 |
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $56,717 |
PLANTE & MORAN, PLLC3 years Service code 10 · EIN 38-1357951 | Accounting | $40,950 |
HARLOWE & FALK LLP3 years Service code 29 · EIN 11-3662832 | Legal | $31,730 |
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 | $83,379 | $122,693-32.0% | $184,203-54.7% | $199,593-58.2% |
| Participation rate | 96.4% | 86.8%+9.6pp | 86.8%+9.6pp | 72.0%+24.5pp |
| Annual return | 18.52% | 143.91%-125.4pp | 28.81%-10.3pp | 34.25%-15.7pp |
| Employer contribution / active EE | $4,029 | $4,584-12.1% | $6,427-37.3% | $3,034+32.8% |
| Participant deferral / active EE | $5,678 | $7,990-28.9% | $9,131-37.8% | $5,087+11.6% |
| Admin fee / account holder | $136 | $121+12.9% | $13,901-99.0% | $269-49.4% |