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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.
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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 14 · EIN 22-1211670 30 SCRANTON OFFICE PARK · SCRANTON, PA 18507 | Plan Administrator | $135,574 |
TAMMY GRAVES2+ years Service code 14 1430 SPINDLETOP ROAD · BEAUMONT, TX 77705 | Plan Administrator | $32,035 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO Service code 27 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Advisory (Plan) | $25,000 |
BENEFIT RESOURCES, INC.1 year Service code 15 8441 GULF FREEWAY · HOUSTON, TX 77017 | Recordkeeping | $21,600 |
EDWARDS AND LEATHERS, P.C.2+ years Service code 10 · EIN 20-8739519 4500 MAIN ST · BAYTOWN, TX 77521 | Accounting | $15,468 |
THE SEGAL COMPANY2+ years Filed as: SEGAL COMPANY Service code 11 · EIN 94-1503999 7900 NORTH SAM HOUSTON PARKWAY · HOUSTON, TX 77064 | Actuarial | $12,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,405 | $54,392-40.4% | $84,750-61.8% | $63,975-49.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 5.06% | 611.38%-606.3pp | 22.78%-17.7pp | 48.65%-43.6pp |
| Employer contribution / active EE | $1,447 | $2,943-50.8% | $3,574-59.5% | $2,182-33.7% |
| Participant deferral / active EE | $514 | $2,593-80.2% | $3,712-86.2% | $3,356-84.7% |
| Admin fee / account holder | $170 | $136+25.1% | $5,332-96.8% | $70+141.2% |