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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.
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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 INC5+ years Filed as: UBS FINANCIAL SERVICES Service code 26 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 100196028 | Advisory (Participants) | $70,246 |
RPG CONSULTANTS5+ years Service code 15 · EIN 13-4077182 181 SO. FRANKLIN AVENUE · VALLEY STREAM, NY 11581 | Recordkeeping | $60,746 |
MATRIX TRUST COMPANY1 year Service code 18 · EIN 75-3182674 717 17TH STREET · DENVER, CO 80202 | Custodial (securities); Custodial (ot... | $14,049 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $234,285 | $98,982+136.7% | $162,163+44.5% | $65,185+259.4% |
| Participation rate | 96.3% | 85.8%+10.5pp | 87.6%+8.7pp | 70.2%+26.1pp |
| Annual return | 24.85% | 24.84%0pp | 115.59%-90.7pp | 29.38%-4.5pp |
| Employer contribution / active EE | $20,528 | $3,467+492.2% | $5,614+265.7% | $2,177+843.1% |
| Participant deferral / active EE | $14,915 | $5,384+177.0% | $7,298+104.4% | $3,514+324.5% |
| Admin fee / account holder | $766 | $596+28.5% | $10,843-92.9% | $847-9.5% |