See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS PAINE WEBER Service code 21 2310 ROUTE 34 · MANASQUAN, NJ 08736 | Bank Trustee | $65,580 |
FRIEDMAN & ANSPACH1+ years Filed as: FRIEDMAN, LLP Service code 10 · EIN 13-1610809 1700 BROADWAY · NEW YORK, NY 10019 | Accounting | $23,850 |
INTAC ACTUARIAL SERVICES1+ years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 11 545 ROUTE 17 SOUTH · RIDGEWOOD, NJ 07450 | Actuarial | $4,330 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $50,876-100.0% | $253,870-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 15.7%-15.7pp |
| Annual return | -1.82% | -1.43%-0.4pp | -1.10%-0.7pp | -7.14%+5.3pp |
| Employer contribution / active EE | $18,596 | $13,548+37.3% | $27,248-31.8% | $14,613+27.3% |
| Participant deferral / active EE | $0 | $233-100.0% | $105-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $702,575-100.0% | $1,191-100.0% |