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 9-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 | Advisory (Plan) | $31,028 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,541 |
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 | $76,475 | $73,638+3.9% | $95,952-20.3% | $73,488+4.1% |
| Participation rate | 80.1% | 76.2%+3.9pp | 77.1%+3.0pp | 70.7%+9.4pp |
| Annual return | 24.18% | 16.78%+7.4pp | 91.61%-67.4pp | 28.51%-4.3pp |
| Employer contribution / active EE | $139 | $1,863-92.5% | $2,541-94.5% | $2,270-93.9% |
| Participant deferral / active EE | $2,956 | $3,617-18.3% | $4,167-29.1% | $3,740-21.0% |
| Admin fee / account holder | $136 | $482-71.8% | $6,795-98.0% | $513-73.5% |