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 |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 51 · EIN 22-1211670 | Investment Mgmt Fees | $43,963 |
Filed as: CBIZ RPS Service code 11 · EIN 31-1582098 | Actuarial | $33,025 |
CARLEY GUILBERT8 years Service code 14 86 LOWER WESTFIELD ROAD · HOLYOKE, MA 01040 | Plan Administrator | $19,616 |
Filed as: LAPIER, DILLON & ASSOCIATES PC Service code 10 · EIN 32-0048525 | Accounting | $16,981 |
KRAKOW & SOURIS3 years Filed as: KRAKOW SOURIS AND LANDRY Service code 52 · EIN 13-3689004 | Indirect Investment Fees | $15,600 |
BARBARA GILL4 years Filed as: BARBARA WILLET Service code 99 86 LOWER WESTFIELD ROAD · HOLYOKE, MA 01040 | Other Fees | $7,886 |
Filed as: EMPOWER ANNUITY INS. CO. Service code 51 · EIN 06-1050034 | Investment Mgmt Fees | $5,899 |
Service code 65 · EIN 04-2675571 | Account Maintenance | $1,875 |
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 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 10.00% | 7.99%+2.0pp | 9.14%+0.9pp | 8.76%+1.2pp |
| Employer contribution / active EE | $18,162 | $10,583+71.6% | $40,544-55.2% | $16,627+9.2% |
| Participant deferral / active EE | $0 | $225-100.0% | $42-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |