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 |
|---|---|---|
Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $32,559 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS FINANCIAL SVCS INS AGCY INC Service code 55 1000 HARBOR BLVD 8TH FL · WEEHAWKEN, NJ 07087 | Other Commissions | $10,057 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,141 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $850 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,078 | $52,953-37.5% | $172,739-80.9% | $65,185-49.3% |
| Participation rate | 98.0% | 66.2%+31.8pp | 82.6%+15.3pp | 70.2%+27.8pp |
| Annual return | 18.82% | 30.12%-11.3pp | 802.84%-784.0pp | 29.38%-10.6pp |
| Employer contribution / active EE | $2,464 | $2,190+12.5% | $5,143-52.1% | $2,177+13.2% |
| Participant deferral / active EE | $4,521 | $2,471+83.0% | $5,198-13.0% | $3,514+28.7% |
| Admin fee / account holder | $67 | $472-85.7% | $13,954-99.5% | $847-92.1% |