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 INC8 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 · EIN 13-2638166 | Advisory (Participants) | $29,260 |
NWPS3 years Service code 15 · EIN 91-1526584 4025 DELRIDGE WAY SW SUITE 250 · SEATTLE, WA 98106 | Recordkeeping | $23,027 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,545 | $91,407+3.4% | $135,903-30.4% | $71,457+32.3% |
| Participation rate | 77.1% | 75.7%+1.5pp | 81.9%-4.8pp | 67.9%+9.2pp |
| Annual return | 19.58% | 29.90%-10.3pp | 68.23%-48.7pp | 28.85%-9.3pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $8,258 | $7,092+16.4% | $7,758+6.4% | $4,289+92.5% |
| Admin fee / account holder | $368 | $1,266-70.9% | $10,762-96.6% | $1,587-76.8% |