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 | $708,152 |
PCC PENSION FUND6+ years Service code 12 · EIN 13-3208565 66-05 WOODHAVEN BLVD · REGO PARK, NY 11374 | Other services; Copying and duplicati... | $355,843 |
QUAN-VEST CONSULTANTS, INC.6+ years Filed as: QUANVEST CONSULTANTS Service code 27 · EIN 11-2559669 | Advisory (Plan) | $25,530 |
GOULD, KOBRICK & SCHLAPP, P.C.6+ years Filed as: GOULD, KOBRICK, & SCHLAPP, P.C. Service code 10 · EIN 13-3082707 192 LEXINGTON AVE · NEW YORK, NY 10016 | Accounting | $16,600 |
COLLERAN, O'HARA & MILLS LLP6+ years Filed as: HOLM & OHARA, LLP Service code 29 · EIN 13-3591118 3 WEST 35TH STREET · NEW YORK, NY 10001 | Legal | $10,403 |
WILLIAM ROTHBERG, ESQ.6+ years Service code 29 · EIN 11-2621686 16 COURT STREET · BROOKLYN, NY 11241 | Legal | $10,400 |
THE SEGAL COMPANY6+ 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 | $33,696 | $118,337-71.5% | $189,513-82.2% | $93,030-63.8% |
| Participation rate | 100.0% | 89.1%+10.9pp | 87.8%+12.2pp | 73.9%+26.1pp |
| Annual return | 8.85% | 21.77%-12.9pp | 555.15%-546.3pp | 158.70%-149.8pp |
| Employer contribution / active EE | $7,806 | $4,204+85.7% | $6,162+26.7% | $2,706+188.5% |
| Participant deferral / active EE | $0 | $7,123-100.0% | $8,221-100.0% | $4,562-100.0% |
| Admin fee / account holder | $390 | $100+291.2% | $12,045-96.8% | $152+157.0% |