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 INC10+ years Filed as: UBS FINANCIAL SERVICES Service code 26 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 100196028 | Advisory (Participants) | $128,289 |
RPG CONSULTANTS10+ years Service code 15 · EIN 13-4077182 1245 HEWLETT PLAZA · HEWLETT, NY 11557 | Recordkeeping | $75,914 |
MATRIX TRUST COMPANY6 years Service code 18 · EIN 75-3182674 717 17TH STREET · DENVER, CO 80202 | Custodial (securities); Custodial (ot... | $34,210 |
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 | $246,227 | $202,156+21.8% | $184,203+33.7% | - |
| Participation rate | 96.4% | 85.7%+10.7pp | 86.8%+9.6pp | - |
| Annual return | 13.69% | 6.91%+6.8pp | 28.81%-15.1pp | - |
| Employer contribution / active EE | $23,837 | $4,387+443.3% | $6,427+270.9% | - |
| Participant deferral / active EE | $18,786 | $6,520+188.1% | $9,131+105.7% | - |
| Admin fee / account holder | $599 | $12,473-95.2% | $13,901-95.7% | - |