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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $69,194 |
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $41,302 |
TPA CORPORATION1 year Filed as: THE TPA EXPERTS Service code 27 41 CAMPUS DRIVE · NEW GLOUCESTER, ME 04260 | Advisory (Plan) | $7,738 |
Filed as: MENGEL, METZGER, BARR & CO., LLP Service code 10 11 BRITISH AMERICAN BLVD · LATHAM, NY 12110 | Accounting | $4,555 |
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 | $120,757 | $55,415+117.9% | $155,509-22.3% | $74,495+62.1% |
| Participation rate | 87.5% | 61.9%+25.6pp | 78.2%+9.3pp | 67.2%+20.3pp |
| Annual return | 13.21% | 268.50%-255.3pp | 64.67%-51.5pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $5,667 | $2,267+149.9% | $4,672+21.3% | $2,623+116.0% |
| Participant deferral / active EE | $5,842 | $2,836+106.0% | $5,626+3.8% | $4,346+34.4% |
| Admin fee / account holder | $553 | $1,738-68.2% | $15,912-96.5% | $1,942-71.5% |