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 INS & ANN CO. Service code 13 · EIN 06-1050034 280 TRUMBULL STREET · HARTFORD, CT 06103 | Contract Administrator | $689,108 |
PCC PENSION FUND5+ years Service code 12 · EIN 13-3208565 66-05 WOODHAVEN BLVD · REGO PARK, NY 11374 | Copying and duplicating; Other servic... | $355,048 |
QUAN-VEST CONSULTANTS, INC.5+ years Filed as: QUANVEST CONSULTANTS Service code 27 · EIN 11-2559669 | Advisory (Plan) | $24,438 |
GOULD, KOBRICK & SCHLAPP, P.C.5+ years Filed as: GOULD, KOBRICK, & SCHLAPP, P.C. Service code 10 · EIN 13-3082707 3 PARK AVE · NEW YORK, NY 10016 | Accounting | $12,500 |
COLLERAN, O'HARA & MILLS LLP5+ years Filed as: HOLM & OHARA, LLP Service code 29 · EIN 13-3591118 3 WEST 35TH STREET · NEW YORK, NY 10001 | Legal | $10,198 |
WILLIAM ROTHBERG, ESQ.5+ years Service code 29 · EIN 11-2621686 16 COURT STREET · BROOKLYN, NY 11241 | Legal | $9,945 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-2518466 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $5,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $32,529 | $110,699-70.6% | $177,821-81.7% | $90,288-64.0% |
| Participation rate | 100.0% | 88.3%+11.7pp | 87.7%+12.3pp | 73.4%+26.6pp |
| Annual return | 2.64% | 22.79%-20.1pp | 48.32%-45.7pp | 53.97%-51.3pp |
| Employer contribution / active EE | $8,103 | $4,118+96.8% | $5,918+36.9% | $2,524+221.0% |
| Participant deferral / active EE | $0 | $6,731-100.0% | $7,714-100.0% | $4,232-100.0% |
| Admin fee / account holder | $377 | $90+318.7% | $12,427-97.0% | $114+230.5% |