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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 INC8+ years Filed as: UBS FINANCIAL SERVICES Service code 26 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 100196028 | Advisory (Participants) | $108,823 |
RPG CONSULTANTS8+ years Service code 15 · EIN 13-4077182 1245 HEWLETT PLAZA · HEWLETT, NY 11557 | Recordkeeping | $56,557 |
MATRIX TRUST COMPANY4 years Service code 18 · EIN 75-3182674 717 17TH STREET · DENVER, CO 80202 | Custodial (other than securities); Cu... | $24,183 |
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 | $215,715 | $102,553+110.3% | $151,611+42.3% | $66,914+222.4% |
| Participation rate | 90.6% | 85.5%+5.1pp | 87.5%+3.1pp | 69.8%+20.8pp |
| Annual return | -13.12% | -10.82%-2.3pp | 3.33%-16.4pp | 1.58%-14.7pp |
| Employer contribution / active EE | $19,614 | $4,180+369.2% | $6,166+218.1% | $2,544+670.9% |
| Participant deferral / active EE | $15,070 | $6,641+126.9% | $8,363+80.2% | $4,237+255.7% |
| Admin fee / account holder | $640 | $630+1.7% | $11,616-94.5% | $593+7.9% |