Filed February 1, 2022 (most recent of 3 filings on file)
Total covered: 140 employees
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 |
|---|---|---|
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $195,420 |
UBS FINANCIAL SERVICES INC1+ years Service code 27 · EIN 13-2638166 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $150,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,274 | $38,963+8.5% | $71,796-41.1% | $329,111-87.2% |
| Participation rate | 75.7% | 53.8%+22.0pp | 69.1%+6.6pp | 67.9%+7.9pp |
| Annual return | 9.35% | 9.85%-0.5pp | 78.04%-68.7pp | 16.35%-7.0pp |
| Employer contribution / active EE | $2,387 | $758+214.9% | $1,924+24.1% | $2,303+3.6% |
| Participant deferral / active EE | $519 | $1,286-59.7% | $2,794-81.4% | $3,682-85.9% |
| Admin fee / account holder | $11 | $50-78.5% | $4,815-99.8% | $754-98.6% |