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 |
|---|---|---|
SENTINEL PENSION ADVISORS10+ years Service code 99 · EIN 22-2903200 538 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Other Fees | $61,452 |
COHNREZNICK LLP8 years Service code 99 · EIN 33-4144829 14 SYLVAN WAY, 3RD FLOOR · PARSIPPANY, NC 07054 | Other Fees | $26,250 |
PRIME CAPITAL INVESTMENT ADVISORS10+ years Filed as: PRIME PENSIONS, INC. Service code 49 · EIN 46-1224594 25B VREELAND ROAD, SUITE 209 · FLORHAM PARK, NJ 07932 | Other Services | $19,961 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,647 | $89,436+67.3% | $164,813-9.2% | $77,643+92.7% |
| Participation rate | 77.0% | 78.6%-1.6pp | 78.6%-1.6pp | 70.6%+6.4pp |
| Annual return | 11.41% | 28.83%-17.4pp | 69.93%-58.5pp | 31.24%-19.8pp |
| Employer contribution / active EE | $3,460 | $2,569+34.7% | $4,341-20.3% | $2,726+26.9% |
| Participant deferral / active EE | $6,891 | $4,897+40.7% | $6,031+14.2% | $4,647+48.3% |
| Admin fee / account holder | $298 | $339-12.1% | $12,690-97.6% | $430-30.7% |