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 INC5 years Filed as: UBS Service code 21 | Bank Trustee | $69,167 |
MARCUM LLP1 year Filed as: MARCUM Service code 10 · EIN 11-1986323 730 THIRD AVENUE · NEW YORK, NY 10017 | Accounting | $25,000 |
INTAC ACTUARIAL SERVICES5 years Filed as: INTAC ACTUARIAL SERVICE, INC. Service code 11 50 TICE BLVD · WOODCLIFF LAKE, NJ 07677 | Actuarial | $9,750 |
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.
Employer 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $350,408-100.0% | - | $350,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 44.4%-44.4pp |
| Annual return | -11.45% | -7.28%-4.2pp | 22.50%-33.9pp | -14.65%+3.2pp |
| Employer contribution / active EE | $0 | $42,083-100.0% | $33,849-100.0% | $46,320-100.0% |
| Participant deferral / active EE | $0 | $13-100.0% | $101-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $14,631-100.0% | - | $14,631-100.0% |