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 |
|---|---|---|
RPG CONSULTANTS2+ years Service code 15 · EIN 13-4077182 181 SO. FRANKLIN AVENUE · VALLEY STREAM, NY 11581 | Recordkeeping | $45,008 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES Service code 26 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 100196028 | Advisory (Participants) | $38,054 |
LT TRUST COMPANY2+ years Filed as: MG TRUST COMPANY Service code 18 · EIN 75-3182674 717 17TH STREET · DENVER, CO 80202 | Custodial (securities); Custodial (ot... | $19,127 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,996 | $87,841+91.3% | $133,980+25.4% | $62,891+167.1% |
| Participation rate | 95.6% | 83.4%+12.2pp | 87.1%+8.5pp | 69.3%+26.3pp |
| Annual return | 8.92% | 12.05%-3.1pp | 29.30%-20.4pp | 20.14%-11.2pp |
| Employer contribution / active EE | $19,780 | $3,483+467.9% | $5,211+279.5% | $2,281+767.2% |
| Participant deferral / active EE | $14,166 | $4,812+194.4% | $6,282+125.5% | $3,203+342.3% |
| Admin fee / account holder | $780 | $5,371-85.5% | $9,324-91.6% | $4,296-81.8% |