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 INC3+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $175,812 |
O'SULLIVAN ASSOCIATES2 years Filed as: O'SULLIVAN ASSOCIATES INC Service code 11 · EIN 20-8199367 | Actuarial | $42,400 |
CHRISTINA MADERICH2 years Service code 30 · EIN 51-6112573 | Employee (plan); Direct payment from ... | $40,535 |
CARY KANE LLP3+ years Service code 29 · EIN 20-1942442 | Legal | $39,090 |
THERESA GRILLO1 year Filed as: THERESA WALTERS Service code 30 · EIN 51-6112573 | Employee (plan); Direct payment from ... | $32,071 |
ANDREW FAIR, ESQ.1 year Filed as: ANDREW ADAMS Service code 30 · EIN 51-6112573 | Direct payment from the plan; Employe... | $27,828 |
CALIBRE CPA GROUP PLLC1 year Service code 10 · EIN 47-0900880 | Accounting | $27,786 |
KLEIN ZELMAN ROTHERMEL JACOBS & SCH2 years Filed as: KLEIN, ZELMAN, ROTHEMEL LLP Service code 29 · EIN 13-2998136 | Legal | $9,421 |
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 | $1,723,788-100.0% | $107,664-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 1.9%-1.9pp |
| Annual return | 10.70% | 11.50%-0.8pp | 337.46%-326.8pp | 23.90%-13.2pp |
| Employer contribution / active EE | $11,970 | $12,608-5.1% | $20,191-40.7% | $16,539-27.6% |
| Participant deferral / active EE | $0 | $57-100.0% | $30-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,663-100.0% | $18,975-100.0% |