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 INC8+ years Filed as: UBS INSTITUTIONAL CONSULTING GROUP Service code 28 · EIN 13-2638166 | Investment Management | $247,546 |
THE SEGAL COMPANY8+ years Filed as: SEGAL CO. Service code 11 · EIN 13-1835864 | Actuarial | $46,553 |
PRISA4 years Service code 28 C/O PGIM, 7 GIRALDA FARMS · MADISON, NJ 07940 | Investment Management | $22,764 |
MSPC8+ years Service code 10 · EIN 22-2951202 | Accounting | $16,760 |
ISSI8+ years Service code 15 · EIN 23-2182079 | Recordkeeping | $13,937 |
NORMAN ALBERT PC1 year Service code 29 23 NORTH AVE EAST, SUITE 207 · CRANFORD, NJ 07016 | Legal | $7,898 |
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.
Annual investment return 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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | -0.04% | 7.15%-7.2pp | 20.18%-20.2pp | 37.74%-37.8pp |
| Employer contribution / active EE | $14,577 | $13,270+9.9% | $29,108-49.9% | $15,781-7.6% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |