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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $91,362 |
UBS FINANCIAL SERVICES INC6 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $43,727 |
ACTUARIAL BENEFITS CORP6 years Service code 13 · EIN 20-1054428 | Contract Administrator | $17,733 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,875 | $82,202-7.7% | $125,339-39.5% | $64,808+17.1% |
| Participation rate | 65.4% | 77.9%-12.5pp | 82.4%-17.0pp | 71.5%-6.1pp |
| Annual return | -16.35% | 3.48%-19.8pp | 572.05%-588.4pp | 32.82%-49.2pp |
| Employer contribution / active EE | $1,540 | $3,615-57.4% | $4,814-68.0% | $2,506-38.5% |
| Participant deferral / active EE | $6,623 | $7,175-7.7% | $7,446-11.1% | $4,310+53.7% |
| Admin fee / account holder | $390 | $163+139.2% | $10,010-96.1% | $188+107.9% |