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 INC8+ years Filed as: UBS FINANCIAL SERVICES Service code 27 1099 HINGHAM STREET · ROCKLAND, MA 02370 | Advisory (Plan) | $60,915 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP INC. Service code 13 · EIN 27-2037969 | Contract Administrator | $35,165 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $35,129 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,536 | $84,487+26.1% | $125,339-15.0% | $66,914+59.2% |
| Participation rate | 92.8% | 76.4%+16.4pp | 82.4%+10.4pp | 69.8%+23.0pp |
| Annual return | -19.71% | -8.39%-11.3pp | 572.05%-591.8pp | 1.58%-21.3pp |
| Employer contribution / active EE | $1,777 | $3,553-50.0% | $4,814-63.1% | $2,544-30.1% |
| Participant deferral / active EE | $13,018 | $6,781+92.0% | $7,446+74.8% | $4,237+207.2% |
| Admin fee / account holder | $348 | $685-49.2% | $10,010-96.5% | $593-41.3% |