Filed March 23, 2017
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 |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Service code 99 · EIN 13-2638166 | Other Fees | $57,776 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $13,142 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $6,331 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,188 | $51,447+133.6% | $104,607+14.9% | $73,409+63.7% |
| Participation rate | 80.9% | 68.2%+12.6pp | 74.1%+6.8pp | 72.2%+8.7pp |
| Annual return | 19.34% | 25.06%-5.7pp | 340.46%-321.1pp | 59.29%-40.0pp |
| Employer contribution / active EE | $2,993 | $1,441+107.7% | $2,681+11.7% | $2,234+34.0% |
| Participant deferral / active EE | $8,513 | $3,058+178.4% | $3,740+127.7% | $3,805+123.7% |
| Admin fee / account holder | $48 | $122-60.8% | $6,473-99.3% | $158-69.7% |