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 INC3+ years Filed as: UBS PAINE WEBER Service code 21 2310 ROUTE 34 · MANASQUAN, NJ 08736 | Bank Trustee | $64,285 |
FRIEDMAN & ANSPACH3+ years Filed as: FRIEDMAN, LLP Service code 10 · EIN 13-1610809 1700 BROADWAY · NEW YORK, NY 10019 | Accounting | $24,440 |
INTAC ACTUARIAL SERVICES3+ years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 11 · EIN 22-2446239 545 ROUTE 17 SOUTH · RIDGEWOOD, NJ 07450 | Actuarial | $11,390 |
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.
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 | $46,757-100.0% | $85,985-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 11.3%-11.3pp |
| Annual return | 10.19% | 9.21%+1.0pp | 14.20%-4.0pp | 10.41%-0.2pp |
| Employer contribution / active EE | $12,755 | $20,031-36.3% | $27,968-54.4% | $14,691-13.2% |
| Participant deferral / active EE | $0 | $226-100.0% | $576-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $6,028-100.0% | $2,646-100.0% |