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 |
|---|---|---|
HALLETT ASSOCIATES, INC.3+ years Filed as: HALLETT ASSOCIATES INC Service code 11 · EIN 25-1592340 | Actuarial | $17,625 |
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 13 · EIN 06-1050034 | Contract Administrator | $10,541 |
Service code 28 · EIN 06-1055669 | Investment Management | $8,786 |
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.
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 | $0 | $44,091-100.0% | $144,462-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 4.5%-4.5pp |
| Annual return | 13.87% | 22.74%-8.9pp | 16.78%-2.9pp | 13.95%-0.1pp |
| Employer contribution / active EE | $6,048 | $16,157-62.6% | $26,328-77.0% | $16,598-63.6% |
| Participant deferral / active EE | $0 | $350-100.0% | $97-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $20,893-100.0% | $612-100.0% |