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 RETIREMENT INSURANCE Service code 28 · EIN 06-1050034 | Investment Management | $66,435 |
PLU NO. 200 WELFARE FUND9+ years Service code 49 · EIN 11-3124836 | Other Services | $48,786 |
Service code 51 · EIN 04-2895544 | Investment Mgmt Fees | $47,005 |
INVESCO7 years Service code 28 · EIN 26-6399613 | Investment Management | $32,792 |
QUAN-VEST CONSULTANTS, INC.7 years Filed as: QUAN-VEST CONSULTANTS Service code 28 · EIN 11-2559669 | Investment Management | $19,951 |
CITRIN COOPERMAN1 year Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 10 · EIN 22-2428965 | Accounting | $11,063 |
KMR SYSTEMS CORP7 years Service code 49 · EIN 13-3192128 | Other Services | $8,643 |
Service code 29 · EIN 26-0873462 | Legal | $6,855 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,308 | $82,917-41.7% | $103,333-53.2% | $77,643-37.8% |
| Participation rate | 90.1% | 71.6%+18.6pp | 74.5%+15.6pp | 70.6%+19.5pp |
| Annual return | 2.39% | 19.13%-16.7pp | 24.88%-22.5pp | 31.24%-28.8pp |
| Employer contribution / active EE | $7,793 | $3,552+119.4% | $3,868+101.5% | $2,726+185.9% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $147 | $638-77.0% | $8,355-98.2% | $430-65.8% |