Filed January 17, 2024 (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 |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Service code 14 · EIN 13-2638166 | Plan Administrator | $30,000 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,062 |
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 | $68,747 | $39,898+72.3% | $121,196-43.3% | $55,725+23.4% |
| Participation rate | 99.1% | 61.2%+37.9pp | 71.7%+27.4pp | 70.9%+28.3pp |
| Annual return | -4.50% | -0.96%-3.5pp | 16.93%-21.4pp | 244.93%-249.4pp |
| Employer contribution / active EE | $3,842 | $1,295+196.6% | $4,022-4.5% | $2,078+84.9% |
| Participant deferral / active EE | $3,506 | $2,439+43.8% | $3,344+4.8% | $3,356+4.5% |
| Admin fee / account holder | $36 | $95-62.4% | $5,019-99.3% | $115-69.0% |