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 |
|---|---|---|
CDS ADMINISTRATORS3 years Service code 13 232 WISE ROAD STE220 · HARMONY, PA 16037 | Contract Administrator | $111,100 |
COWDEN ASSOCIATES, INC.10+ years Filed as: COWDEN ASSOCIATES Service code 11 · EIN 25-1750131 | Actuarial | $48,413 |
Service code 28 385 EAST COLORADO BLVD · PASADENA, CA 91101 | Investment Management | $42,716 |
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646610 | Advisory (Plan) | $40,000 |
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $16,627 |
JPMORGAN INVEST HOLDINGS LLC10+ years Filed as: CHEVY CHASE Service code 28 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $12,756 |
CYPHER & CYPHER10+ years Service code 10 · EIN 25-1385288 | Accounting | $11,065 |
JUBELIRER PASS & INTRIERI P.C.10+ years Service code 29 · EIN 25-1340770 | Legal | $8,017 |
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.
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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 12.21% | 11.08%+1.1pp | 8.09%+4.1pp | 8.76%+3.5pp |
| Employer contribution / active EE | $12,698 | $13,910-8.7% | $28,674-55.7% | $16,640-23.7% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |