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 INC2 years Filed as: UBS Service code 21 | Bank Trustee | $65,007 |
FRIEDMAN & ANSPACH5+ years Filed as: FRIEDMAN, LLP Service code 10 · EIN 13-1610809 4700 BROADWAY · NEW YORK, NY 10019 | Accounting | $24,440 |
INTAC ACTUARIAL SERVICES2 years Filed as: INTAC ACTUARIAL SERVICE, INC. Service code 11 50 TICE BLVD · WOODCLIFF LAKE, NJ 07677 | Actuarial | $6,585 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $13,319-100.0% | $94,563-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 17.9%-17.9pp | 13.0%-13.0pp |
| Annual return | 15.84% | 13.52%+2.3pp | 16.32%-0.5pp | 13.59%+2.3pp |
| Employer contribution / active EE | $6,890 | $21,708-68.3% | $31,806-78.3% | $14,592-52.8% |
| Participant deferral / active EE | $0 | $0 | $211-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | $0 | $29,657-100.0% |