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 |
|---|---|---|
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: PRUDENTIAL TRUST CO Service code 28 · EIN 23-6994310 | Investment Management | $140,996 |
ALA LOCAL 1L10+ years Service code 12 · EIN 13-4926470 | Recordkeeping and information managem... | $135,260 |
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $76,033 |
QUAN-VEST CONSULTANTS, INC.10+ years Filed as: QUAN-VEST CONSULTANTS INC Service code 27 · EIN 11-2559669 | Advisory (Plan) | $61,998 |
FIRST ACTUARIAL CONSULTING, INC.10+ years Filed as: FIRST ACTUARIAL CONSULTING INC Service code 11 · EIN 26-3842522 | Actuarial | $47,500 |
COHEN & STEERS8 years Filed as: COHEN, WEISS & SIMON Service code 29 · EIN 13-1592323 | Legal | $36,638 |
ROGOFF & COMPANY PC10+ years Service code 10 · EIN 13-2688836 | Accounting | $28,043 |
INVESCO10+ years Service code 51 · EIN 58-2287224 | Investment Mgmt Fees | $13,719 |
MBSII.NET LLC8 years Service code 16 · EIN 06-1571655 | Consulting | $13,000 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $138,807-100.0% | $138,807-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 10.0%-10.0pp | 39.2%-39.2pp |
| Annual return | 81.02% | 8.45%+72.6pp | 8.39%+72.6pp | 13.91%+67.1pp |
| Employer contribution / active EE | $12,746 | $25,911-50.8% | $20,497-37.8% | $35,282-63.9% |
| Participant deferral / active EE | $0 | $0 | $16-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $41,846-100.0% | - | $41,846-100.0% |