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 | Contract Administrator | $234,545 |
FRANK M. VACCARO & ASSOCIATES8+ years Service code 13 · EIN 23-2148108 | Contract Administrator | $101,557 |
CLEARY, JOSEM & TRIGIANI LLP6 years Service code 29 · EIN 23-2657967 | Legal | $90,493 |
NOVAK FRANCELLA LLC8+ years Service code 10 · EIN 61-1436956 | Accounting | $56,829 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $50,000 |
IBEW LOCAL 986 years Service code 29 · EIN 23-3094530 | Legal | $17,322 |
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 | $205,281 | $76,774+167.4% | $112,228+82.9% | $77,904+163.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -17.05% | -10.25%-6.8pp | 27.45%-44.5pp | 12.21%-29.3pp |
| Employer contribution / active EE | $15,060 | $3,977+278.7% | $3,635+314.4% | $2,848+428.9% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,806-100.0% |
| Admin fee / account holder | $154 | $239-35.4% | $6,410-97.6% | $133+16.5% |