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 FINANCIAL SERVICES Service code 26 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 100196028 | Advisory (Participants) | $77,418 |
RPG CONSULTANTS6+ years Service code 15 · EIN 13-4077182 181 SO. FRANKLIN AVENUE · VALLEY STREAM, NY 11581 | Recordkeeping | $64,187 |
MATRIX TRUST COMPANY2 years Service code 18 · EIN 75-3182674 717 17TH STREET · DENVER, CO 80202 | Custodial (other than securities); Cu... | $16,746 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $259,301 | $136,307+90.2% | $177,821+45.8% | $73,488+252.8% |
| Participation rate | 93.3% | 86.1%+7.2pp | 87.7%+5.6pp | 70.7%+22.6pp |
| Annual return | 15.13% | 18.68%-3.5pp | 48.32%-33.2pp | 28.51%-13.4pp |
| Employer contribution / active EE | $21,581 | $3,712+481.4% | $5,918+264.6% | $2,270+850.6% |
| Participant deferral / active EE | $16,215 | $5,829+178.2% | $7,714+110.2% | $3,740+333.6% |
| Admin fee / account holder | $747 | $596+25.4% | $12,427-94.0% | $513+45.6% |