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 9-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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $17,172 |
MILLER KAPLAN ARASE LLP3+ years Service code 10 · EIN 95-2036255 | Accounting | $9,550 |
Filed as: CAP FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $9,500 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $5,886 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 99 · EIN 22-1211670 | Other Fees | $5,884 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $150,241 | $48,576+209.3% | $169,463-11.3% | $56,287+166.9% |
| Participation rate | 95.5% | 65.8%+29.6pp | 77.8%+17.7pp | 69.9%+25.6pp |
| Annual return | -4.64% | -2.51%-2.1pp | 1.83%-6.5pp | -9.96%+5.3pp |
| Employer contribution / active EE | $4,079 | $1,559+161.6% | $4,159-1.9% | $2,111+93.2% |
| Participant deferral / active EE | $13,390 | $3,275+308.9% | $5,277+153.8% | $3,350+299.7% |
| Admin fee / account holder | $218 | $435-49.9% | $9,109-97.6% | $521-58.1% |