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 |
|---|---|---|
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 51 · EIN 13-2638166 1000 HARBOR BLVD. · WEEHAWKEN, NJ 07086 | Investment Mgmt Fees | $269,713 |
Service code 10 · EIN 20-8102502 935 CAMELLIA BLVD., SUITE 200 · LAFAYETTE, LA 70508 | Accounting | $11,380 |
FLOWER & ASSOCIATES, INC.5+ years Service code 13 · EIN 72-0894786 P.O. BOX 51862 · LAFAYETTE, LA 705051862 | Contract Administrator | $8,705 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,327 | $89,355+163.4% | $141,162+66.7% | $72,985+222.4% |
| Participation rate | 98.9% | 75.1%+23.8pp | 82.5%+16.5pp | 69.5%+29.4pp |
| Annual return | 17.55% | 111.85%-94.3pp | 71.39%-53.8pp | 81.00%-63.4pp |
| Employer contribution / active EE | $11,232 | $3,114+260.6% | $4,735+137.2% | $2,440+360.3% |
| Participant deferral / active EE | $7,807 | $5,418+44.1% | $6,709+16.4% | $3,607+116.4% |
| Admin fee / account holder | $1,705 | $5,958-71.4% | $10,261-83.4% | $5,124-66.7% |