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 9-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 Service code 27 1000 HARBOR BLVD · WEHAWKEN, NJ 07086 | Advisory (Plan) | $24,485 |
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $11,181 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $70,716 | $37,196+90.1% | $154,107-54.1% | $55,725+26.9% |
| Participation rate | 79.7% | 64.1%+15.6pp | 83.0%-3.3pp | 70.9%+8.9pp |
| Annual return | -9.37% | 1319.68%-1329.0pp | 735.12%-744.5pp | 244.93%-254.3pp |
| Employer contribution / active EE | $3,077 | $1,614+90.7% | $5,298-41.9% | $2,078+48.1% |
| Participant deferral / active EE | $1,021 | $2,068-50.6% | $5,081-79.9% | $3,356-69.6% |
| Admin fee / account holder | $71 | $102-30.2% | $13,411-99.5% | $115-38.4% |