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 9-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 INC7 years Filed as: UBS Service code 27 1000 HARBOR BLVD · WEHAWKEN, NJ 07086 | Advisory (Plan) | $61,984 |
T ROWE PRICE RPS INC7 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $47,573 |
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 | $114,319 | $50,815+125.0% | $155,509-26.5% | $77,643+47.2% |
| Participation rate | 94.2% | 63.1%+31.1pp | 78.2%+16.0pp | 70.6%+23.6pp |
| Annual return | 11.92% | 34.80%-22.9pp | 64.67%-52.7pp | 31.24%-19.3pp |
| Employer contribution / active EE | $8,740 | $1,993+338.6% | $4,672+87.0% | $2,726+220.6% |
| Participant deferral / active EE | $8,502 | $2,822+201.3% | $5,626+51.1% | $4,647+83.0% |
| Admin fee / account holder | $200 | $437-54.2% | $15,912-98.7% | $430-53.6% |