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 INC9+ years Filed as: UBS FINANCIAL SERVICES Service code 26 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 100196028 | Advisory (Participants) | $97,948 |
RPG CONSULTANTS9+ years Service code 15 · EIN 13-4077182 1245 HEWLETT PLAZA · HEWLETT, NY 11557 | Recordkeeping | $62,619 |
MATRIX TRUST COMPANY5 years Service code 18 · EIN 75-3182674 717 17TH STREET · DENVER, CO 80202 | Custodial (securities); Custodial (ot... | $26,119 |
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 | $219,167 | $100,227+118.7% | $169,993+28.9% | $74,419+194.5% |
| Participation rate | 89.1% | 87.3%+1.8pp | 87.0%+2.1pp | 70.7%+18.4pp |
| Annual return | 17.33% | 66.08%-48.8pp | 53.37%-36.0pp | 34.38%-17.1pp |
| Employer contribution / active EE | $21,758 | $4,263+410.4% | $6,785+220.7% | $2,637+725.0% |
| Participant deferral / active EE | $16,333 | $7,143+128.7% | $10,408+56.9% | $4,528+260.7% |
| Admin fee / account holder | $506 | $234+115.8% | $12,815-96.1% | $348+45.4% |