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 INC4 years Service code 14 · EIN 13-2638166 | Plan Administrator | $22,500 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $491 |
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 | $80,243 | $47,648+68.4% | $130,648-38.6% | $67,579+18.7% |
| Participation rate | 99.6% | 60.4%+39.1pp | 71.7%+27.8pp | 71.3%+28.3pp |
| Annual return | 20.25% | 25.73%-5.5pp | 1708.96%-1688.7pp | 378.56%-358.3pp |
| Employer contribution / active EE | $4,103 | $1,408+191.4% | $4,092+0.3% | $2,148+91.0% |
| Participant deferral / active EE | $3,939 | $2,616+50.6% | $3,603+9.3% | $3,539+11.3% |
| Admin fee / account holder | $25 | $105-76.0% | $5,464-99.5% | $142-82.3% |