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 28 · EIN 22-1211670 | Investment Management | $60,333 |
FIDUCIARY INVESTMENT ADVISORS2+ years Filed as: FIDUCIARY INV ADV Service code 28 · EIN 20-4751585 | Investment Management | $26,671 |
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 13 · EIN 06-1050034 | Contract Administrator | $24,306 |
COHNREZNICK LLP2+ years Service code 10 · EIN 22-1478099 | Accounting | $23,000 |
MARTHA E. GOITIA1 year Filed as: MARTHA MARTYNSKI Service code 56 THE WIREMOLD COMPANY · WEST HARTFORD, CT 06110 | Non-monetary compensation | $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% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 7.72% | 17.94%-10.2pp | 5.44%+2.3pp | 7.18%+0.5pp |
| Employer contribution / active EE | $11,905 | $12,263-2.9% | $25,481-53.3% | $13,095-9.1% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |