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 | $175,237 |
ALA LOCAL 1L9+ years Service code 12 · EIN 13-4926470 | Recordkeeping and information managem... | $127,314 |
Filed as: PRUDENTIAL TRUST CO Service code 28 · EIN 23-6994310 | Investment Management | $74,958 |
QUAN-VEST CONSULTANTS, INC.9+ years Filed as: QUAN-VEST CONSULTANTS INC Service code 27 · EIN 11-2559669 | Advisory (Plan) | $61,500 |
COHEN & STEERS7 years Filed as: COHEN, WEISS & SIMON Service code 29 · EIN 13-1592323 | Legal | $40,904 |
FIRST ACTUARIAL CONSULTING, INC.9+ years Filed as: FIRST ACTUARIAL CONSULTING INC Service code 11 · EIN 26-3842522 | Actuarial | $40,000 |
ROGOFF & COMPANY PC9+ years Service code 10 · EIN 13-2688836 | Accounting | $28,114 |
MBSII.NET LLC7 years Service code 16 · EIN 06-1571655 | Consulting | $12,800 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $93,040-100.0% | $148,078-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 13.3%-13.3pp | 5.4%-5.4pp | 44.0%-44.0pp |
| Annual return | 18.15% | 3.92%+14.2pp | 6.78%+11.4pp | 13.05%+5.1pp |
| Employer contribution / active EE | $13,331 | $35,642-62.6% | $25,154-47.0% | $37,639-64.6% |
| Participant deferral / active EE | $0 | $9-100.0% | $47-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $7,182-100.0% | $30,864-100.0% |