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 | $221,826 |
WINSTON & STRAWN LLP3 years Service code 29 · EIN 36-1975990 | Legal | $46,955 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $32,500 |
USI CONSULTING GROUP1 year Service code 17 · EIN 06-1053228 | Pension Consulting | $26,500 |
SWEENEY CONRAD, P.S.3 years Service code 10 · EIN 91-1301672 | Accounting | $18,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,165 | $63,321+99.2% | $68,791+83.4% | $77,904+61.9% |
| Participation rate | 57.2% | 71.1%-13.9pp | 69.0%-11.8pp | 73.7%-16.5pp |
| Annual return | -16.26% | -6.50%-9.8pp | -6.38%-9.9pp | 12.21%-28.5pp |
| Employer contribution / active EE | $2,365 | $2,794-15.4% | $2,655-10.9% | $2,848-17.0% |
| Participant deferral / active EE | $4,448 | $4,029+10.4% | $3,941+12.9% | $4,806-7.5% |
| Admin fee / account holder | $156 | $104+50.1% | $4,932-96.8% | $133+18.1% |