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 INC9+ years Filed as: UBS INSTITUTIONAL CONSULTING GROUP Service code 28 · EIN 13-2638166 | Investment Management | $261,579 |
THE SEGAL COMPANY9+ years Filed as: SEGAL CO. Service code 11 · EIN 13-1835864 | Actuarial | $40,521 |
MSPC9+ years Service code 10 · EIN 22-2951202 | Accounting | $17,964 |
Service code 15 3000 S LENOLA ROAD · MAPLE SHADE, NJ 08052 | Recordkeeping | $17,700 |
DTM CONSULTING, LLC1 year Service code 15 60 CRAIG ROAD · MONTVALE, NJ 07645 | Recordkeeping | $6,285 |
NORMAN ALBERT PC2 years Service code 29 23 NORTH AVE EAST, SUITE 207 · CRANFORD, NJ 07016 | Legal | $6,008 |
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.
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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 12.07% | 11.08%+1.0pp | 8.09%+4.0pp | 8.76%+3.3pp |
| Employer contribution / active EE | $14,467 | $13,876+4.3% | $28,732-49.6% | $16,627-13.0% |
| Participant deferral / active EE | $0 | $7,576-100.0% | $7-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |