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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 51-0120742 1000 HARBOR BLVD FL 8 · WEEHAWKEN, NJ 07086 | Advisory (Plan) | $11,858 |
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $4,474 |
KB ACTUARIAL, INC.1 year Filed as: KB ACTUARIAL, INC Service code 13 · EIN 27-1837997 PO BOX 1290 · YUCAIPA, CA 92399 | Contract Administrator | $1,477 |
Service code 49 · EIN 36-3429599 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $34,393 | $53,901-36.2% | $134,143-74.4% | $73,488-53.2% |
| Participation rate | 70.1% | 62.8%+7.3pp | 72.2%-2.1pp | 70.7%-0.6pp |
| Annual return | 4.34% | 15.82%-11.5pp | 36.33%-32.0pp | 28.51%-24.2pp |
| Employer contribution / active EE | $1,108 | $1,458-24.0% | $3,704-70.1% | $2,270-51.2% |
| Participant deferral / active EE | $1,606 | $2,739-41.4% | $3,499-54.1% | $3,740-57.1% |
| Admin fee / account holder | $45 | $581-92.3% | $6,684-99.3% | $513-91.3% |