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 |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE CO. Service code 15 · EIN 06-1050034 | Recordkeeping | $32,239 |
NICHOLAS LAPIER CPA PC2+ years Service code 10 · EIN 32-0048525 | Accounting | $13,056 |
KRAKOW & SOURIS1 year Filed as: KRAKOW SOURIS AND LANDRY LLC Service code 52 · EIN 13-3689044 | Indirect Investment Fees | $6,279 |
Filed as: PRUDENTIAL RETIREMENT INSUR. & RETI Service code 15 · EIN 06-1050034 | Recordkeeping | $0 |
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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 6.38% | 5.13%+1.2pp | 4.74%+1.6pp | 7.18%-0.8pp |
| Employer contribution / active EE | $12,989 | $14,689-11.6% | $36,089-64.0% | $13,095-0.8% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |