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 LLC2 years Service code 55 ATTN PILAR LEMA · GLENDALE, CA 91203 | Other Commissions | $13,791 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,323 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $51,351 | $73,638-30.3% | $95,952-46.5% | $73,488-30.1% |
| Participation rate | 52.1% | 76.2%-24.1pp | 77.1%-25.0pp | 70.7%-18.6pp |
| Annual return | 12.90% | 16.78%-3.9pp | 91.61%-78.7pp | 28.51%-15.6pp |
| Employer contribution / active EE | $437 | $1,863-76.5% | $2,541-82.8% | $2,270-80.7% |
| Participant deferral / active EE | $2,694 | $3,617-25.5% | $4,167-35.4% | $3,740-28.0% |
| Admin fee / account holder | $66 | $482-86.4% | $6,795-99.0% | $513-87.2% |