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 CO Service code 28 · EIN 22-1211670 | Investment Management | $201,737 |
ALA LOCAL 1L6+ years Service code 12 · EIN 13-4926470 | Recordkeeping and information managem... | $107,013 |
Filed as: PRUDENTIAL TRUST CO Service code 28 · EIN 23-6994310 | Investment Management | $105,995 |
QUAN-VEST CONSULTANTS, INC.6+ years Filed as: QUAN-VEST CONSULTANTS INC Service code 27 · EIN 11-2559669 | Advisory (Plan) | $60,750 |
Filed as: QUANTITATIVE MANAGEMENT ASSOC LLC Service code 27 · EIN 33-1077887 | Advisory (Plan) | $57,864 |
FIRST ACTUARIAL CONSULTING, INC.6+ years Filed as: FIRST ACTUARIAL CONSULTING INC Service code 11 · EIN 26-3842522 | Actuarial | $40,000 |
COHEN & STEERS4 years Filed as: COHEN, WEISS & SIMON Service code 29 · EIN 13-1592323 | Legal | $31,992 |
ROGOFF & COMPANY PC6+ years Service code 10 · EIN 13-2688836 | Accounting | $26,000 |
MBSII.NET LLC4 years Service code 16 · EIN 06-1571655 | Consulting | $6,963 |
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 opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $54,060-100.0% | $54,060-100.0% | $286,844-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 3.3%-3.3pp | 37.6%-37.6pp |
| Annual return | 18.20% | 7.73%+10.5pp | 36.37%-18.2pp | 9.30%+8.9pp |
| Employer contribution / active EE | $8,487 | $59,889-85.8% | $37,223-77.2% | $43,742-80.6% |
| Participant deferral / active EE | $0 | $604-100.0% | $524-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $568-100.0% | $568-100.0% | $12,596-100.0% |