See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 21 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Bank Trustee | $47,247 |
WILMINGTON TRUST2+ years Filed as: WILMINGTON TRUST, N.A. Service code 21 · EIN 26-3783342 1100 NORTH MARKET STREET · WILMINGTON, DE 19890 | Bank Trustee | $34,486 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ Service code 11 · EIN 31-1582098 1845 WALNUT STREET · PHILADELPHIA, PA 19103 | Actuarial | $33,400 |
KRONICK KALADA BERDY & CO., P.C.3+ years Filed as: KRONICK KALADA BERDY & CO. P.C. Service code 10 · EIN 23-2667890 190 LATHROP STREET · KINGSTON, PA 18704 | Accounting | $7,500 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $413,253-100.0% | $413,253-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 44.7%-44.7pp | 40.8%-40.8pp | 45.9%-45.9pp |
| Annual return | 5.63% | 8.43%-2.8pp | 8.55%-2.9pp | 10.21%-4.6pp |
| Employer contribution / active EE | $33,317 | $57,036-41.6% | $55,494-40.0% | $42,272-21.2% |
| Participant deferral / active EE | $0 | $123-100.0% | $122-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $160,808-100.0% | $160,808-100.0% | $13,518-100.0% |