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 |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Service code 27 · EIN 13-2638166 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $300,000 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $199,901 |
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 | $49,843 | $39,909+24.9% | $78,778-36.7% | $80,976-38.4% |
| Participation rate | 74.7% | 55.7%+19.0pp | 69.2%+5.5pp | 68.3%+6.5pp |
| Annual return | 16.69% | 23.47%-6.8pp | 35.62%-18.9pp | 22.91%-6.2pp |
| Employer contribution / active EE | $2,605 | $778+234.9% | $1,986+31.2% | $2,402+8.4% |
| Participant deferral / active EE | $596 | $1,359-56.1% | $2,958-79.9% | $3,848-84.5% |
| Admin fee / account holder | $15 | $50-69.3% | $5,134-99.7% | $67-77.4% |