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 |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Filed as: UBS Service code 26 100 CRESCENT COURT · DALLAS, TX 75211 | Advisory (Participants) | $20,000 |
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $15,832 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $9,047 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,902 | $122,239+25.9% | $184,203-16.4% | $74,495+106.6% |
| Participation rate | 90.1% | 85.5%+4.6pp | 86.8%+3.2pp | 67.2%+22.9pp |
| Annual return | 16.43% | 19.95%-3.5pp | 28.81%-12.4pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $8,899 | $4,537+96.1% | $6,427+38.5% | $2,623+239.3% |
| Participant deferral / active EE | $16,518 | $7,139+131.4% | $9,131+80.9% | $4,346+280.1% |
| Admin fee / account holder | $200 | $1,260-84.1% | $13,901-98.6% | $1,942-89.7% |