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 |
|---|---|---|
PGB TRUST & INVESTMENTS7+ years Service code 28 · EIN 22-2491488 1 MAIN STREET · PEAPACK, NJ 07044 | Investment Management | $42,283 |
Filed as: RAYMOND JAMES Service code 25 · EIN 59-1517485 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Directed Trustee | $7,597 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $281,394-100.0% | $270,125-100.0% | $350,408-100.0% |
| Participation rate | 0.0% | 44.3%-44.3pp | 35.7%-35.7pp | 44.4%-44.4pp |
| Annual return | -8.94% | -41.91%+33.0pp | -38.85%+29.9pp | -14.65%+5.7pp |
| Employer contribution / active EE | $1,167 | $40,094-97.1% | $37,752-96.9% | $46,320-97.5% |
| Participant deferral / active EE | $0 | $13-100.0% | $16-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $15,763-100.0% | $16,942-100.0% | $14,631-100.0% |