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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.
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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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $63,883 |
UBS FINANCIAL SERVICES INC3 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $25,575 |
ACTUARIAL BENEFITS CORP2 years Filed as: ACTUARIAL BENEFITS CORPORATION Service code 13 · EIN 20-1054428 | Contract Administrator | $9,140 |
Filed as: HOLTHOUSE CARLIN VAN TRIGT LLP Service code 10 · EIN 95-4345526 | Accounting | $6,023 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $78,000 | $89,652-13.0% | $141,162-44.7% | $65,185+19.7% |
| Participation rate | 74.2% | 74.7%-0.5pp | 82.5%-8.3pp | 70.2%+4.0pp |
| Annual return | 24.32% | 32.79%-8.5pp | 71.39%-47.1pp | 29.38%-5.1pp |
| Employer contribution / active EE | $1,361 | $3,065-55.6% | $4,735-71.3% | $2,177-37.5% |
| Participant deferral / active EE | $5,218 | $5,691-8.3% | $6,709-22.2% | $3,514+48.5% |
| Admin fee / account holder | $399 | $569-29.8% | $10,261-96.1% | $847-52.9% |