Filed April 4, 2018 (most recent of 3 filings on file)
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Finders' fees / pl... | $50,484 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC Service code 27 · EIN 13-2638166 | Advisory (Plan) | $20,000 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $69,943 | $37,039+88.8% | $147,614-52.6% | $59,188+18.2% |
| Participation rate | 72.8% | 63.8%+9.0pp | 84.6%-11.9pp | 69.4%+3.3pp |
| Annual return | -0.51% | 7.19%-7.7pp | 61.98%-62.5pp | 5.51%-6.0pp |
| Employer contribution / active EE | $358 | $1,353-73.6% | $5,564-93.6% | $2,098-82.9% |
| Participant deferral / active EE | $3,726 | $2,094+77.9% | $4,895-23.9% | $3,265+14.1% |
| Admin fee / account holder | $34 | $60-43.4% | $11,611-99.7% | $92-63.0% |