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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES Service code 27 315 DEADERICK ST. NASHVILLE TN · NASHVILLE, TN 37238 | Advisory (Plan) | $15,675 |
PANAGIOTU PENSION ADVISORS, INC.5 years Filed as: PANAGIOTU PENSION ADVISORS Service code 13 · EIN 91-3464664 7350 CIRQUE DR. W. STE 201 · UNIVERSITY PLACE, WA 984672241 | Contract Administrator | $6,100 |
AMERICAN FUNDS5 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 · EIN 95-1411037 | Recordkeeping Fees | $1,988 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,956 | $136,307-58.2% | $177,821-68.0% | $73,488-22.5% |
| Participation rate | 79.4% | 86.1%-6.7pp | 87.7%-8.4pp | 70.7%+8.7pp |
| Annual return | 15.50% | 18.68%-3.2pp | 48.32%-32.8pp | 28.51%-13.0pp |
| Employer contribution / active EE | $2,871 | $3,712-22.7% | $5,918-51.5% | $2,270+26.5% |
| Participant deferral / active EE | $3,954 | $5,829-32.2% | $7,714-48.7% | $3,740+5.7% |
| Admin fee / account holder | $121 | $596-79.6% | $12,427-99.0% | $513-76.3% |