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 9-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 RET INS & ANNUITY CO Service code 13 · EIN 06-1050034 | Contract Administrator | $636,874 |
CIGNA INVESTMENTS INC4 years Service code 27 · EIN 06-0861092 | Advisory (Plan) | $494,259 |
QMA7+ years Service code 27 · EIN 33-1077887 | Advisory (Plan) | $173,690 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: JP MORGAN Service code 18 · EIN 13-2624428 | Custodial (other than securities); Cu... | $100,773 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 18 · EIN 81-4017137 | Custodial (other than securities); In... | $95,663 |
Service code 28 · EIN 06-1055669 | Investment Management | $31,373 |
FACTSET1 year Filed as: FACTSET RESEARCH SYSTEMS INC Service code 49 · EIN 13-3362547 | Other Services | $23,608 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $163,948-100.0% | $454,052-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 2.6%-2.6pp | 18.4%-18.4pp | 8.4%-8.4pp |
| Annual return | 11.79% | 11.99%-0.2pp | 8.95%+2.8pp | 18.34%-6.6pp |
| Employer contribution / active EE | $0 | $18,406-100.0% | $46,559-100.0% | $14,665-100.0% |
| Participant deferral / active EE | $0 | $26-100.0% | $131-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $709-100.0% | $19,831-100.0% | $9,141-100.0% |