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 INC6+ years Filed as: UBS Service code 28 · EIN 13-2638166 | Investment Management | $46,856 |
BOBROW & COMPANY6+ years Service code 10 · EIN 06-1357224 | Accounting | $33,000 |
PEOPLE'S ADVISORS3 years Service code 28 · EIN 82-4060345 | Investment Management | $31,252 |
Filed as: MML INVESTORS SERVICES, LLC Service code 71 | Brokerage Fees | $28,207 |
ADP BROKER-DEALER6+ years Filed as: PENSION CONSULTANTS, INC. Service code 15 · EIN 06-1504963 | Recordkeeping | $14,710 |
JAMES A. REICHERT4 years Filed as: JAMES MARLOR Service code 26 65 LASALLE ROAD · WEST HARTFORD, CT 06107 | Advisory (Participants) | $3,618 |
Filed as: MML INVESTORS Service code 71 · EIN 04-2746212 | Brokerage Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,162 | $54,573+160.5% | $90,951+56.3% | $73,488+93.4% |
| Participation rate | 78.8% | 61.2%+17.7pp | 69.0%+9.8pp | 70.7%+8.2pp |
| Annual return | 15.93% | 16.69%-0.8pp | 134.60%-118.7pp | 28.51%-12.6pp |
| Employer contribution / active EE | $2,742 | $991+176.6% | $2,122+29.2% | $2,270+20.8% |
| Participant deferral / active EE | $3,504 | $2,517+39.2% | $3,373+3.9% | $3,740-6.3% |
| Admin fee / account holder | $465 | $521-10.9% | $5,959-92.2% | $513-9.4% |