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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES INC. Service code 99 · EIN 13-2638166 | Other Fees | $68,203 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $13,724 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $10,364 |
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 | $139,734 | $55,125+153.5% | $109,895+27.2% | $86,799+61.0% |
| Participation rate | 77.6% | 70.1%+7.5pp | 74.2%+3.4pp | 72.3%+5.3pp |
| Annual return | 19.03% | 26.20%-7.2pp | 29.45%-10.4pp | 97.91%-78.9pp |
| Employer contribution / active EE | $2,995 | $1,558+92.2% | $2,842+5.4% | $2,405+24.5% |
| Participant deferral / active EE | $8,529 | $3,337+155.6% | $4,048+110.7% | $4,131+106.5% |
| Admin fee / account holder | $56 | $141-60.3% | $6,066-99.1% | $170-67.0% |