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 INVESTMENTS Service code 28 · EIN 13-2638166 | Investment Management | $271,081 |
ISSI9+ years Service code 15 · EIN 23-2182079 | Recordkeeping | $17,000 |
MSPC9+ years Service code 10 · EIN 22-2951202 340 NORTH AVENUE EAST · CRANFORD, NJ 07066 | Accounting | $13,200 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,863 | $80,724+141.4% | $103,333+88.6% | $74,495+161.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 12.74% | 27.56%-14.8pp | 24.88%-12.1pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $11,065 | $3,157+250.4% | $3,868+186.1% | $2,623+321.8% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $961 | $2,368-59.4% | $8,355-88.5% | $1,942-50.5% |