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.
See the 10-year trajectory with Solo.
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 INC3 years Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $33,073 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,396 |
Filed as: SPECTRUM PENSION CONSULTANTS Service code 13 PO BOX 65500 · UNIVERSITY PLACE, WA 98464 | Contract Administrator | $240 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $129 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $332,157 | $72,277+359.6% | $101,248+228.1% | $79,858+315.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 19.27% | 22.30%-3.0pp | 46.47%-27.2pp | 31.71%-12.4pp |
| Employer contribution / active EE | $8,296 | $2,692+208.2% | $3,660+126.7% | $2,471+235.8% |
| Participant deferral / active EE | $4,432 | $3,282+35.0% | $4,370+1.4% | $3,740+18.5% |
| Admin fee / account holder | $2,618 | $4,400-40.5% | $5,945-56.0% | $5,306-50.7% |