See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
UNIONBANC INVESTMENT SERVICES LLC1 year Service code 55 445 S FIGUEROA ST FL 2 · LOS ANGELES, CA 90071 | Other Commissions | $11,081 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,574 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $45,313 | $65,376-30.7% | $87,100-48.0% | $65,185-30.5% |
| Participation rate | 52.2% | 75.3%-23.2pp | 76.9%-24.7pp | 70.2%-18.0pp |
| Annual return | 19.40% | 31.27%-11.9pp | 28.19%-8.8pp | 29.38%-10.0pp |
| Employer contribution / active EE | $411 | $1,822-77.4% | $2,521-83.7% | $2,177-81.1% |
| Participant deferral / active EE | $2,064 | $3,388-39.1% | $4,049-49.0% | $3,514-41.2% |
| Admin fee / account holder | $71 | $520-86.2% | $7,497-99.0% | $847-91.6% |