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 INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $472,958 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $276,384 |
DELAWARE INVESTMENTS4 years Filed as: MACQUARIE INVESTMENT MANAGEMENT Service code 28 · EIN 23-2859590 | Investment Management | $255,938 |
LEGACY PROFESSIONALS LLP5+ years Service code 10 · EIN 32-0043599 | Accounting | $164,630 |
JAY SMITH5+ years Service code 14 · EIN 51-6051034 | Plan Administrator | $160,878 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1975125 | Actuarial | $150,794 |
BOSTON TRUST WALDEN COMPANY5+ years Filed as: BOSTON TRUST AND INVESTMENT Service code 28 · EIN 04-2273811 | Investment Management | $144,718 |
Service code 27 · EIN 32-0016703 | Advisory (Plan) | $85,000 |
MARY DELANEY CERETTO5+ years Filed as: MARY HARWOOD Service code 30 · EIN 51-6051034 | Employee (plan) | $83,794 |
AMY HERTZ5+ years Filed as: AMY VOLOCHATI Service code 30 · EIN 51-6051034 | Employee (plan) | $82,955 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $353,945-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.0%0pp |
| Annual return | 4.27% | 10.88%-6.6pp | 10.57%-6.3pp | 12.86%-8.6pp |
| Employer contribution / active EE | $9,558 | $18,143-47.3% | $29,483-67.6% | $13,687-30.2% |
| Participant deferral / active EE | $0 | $4-100.0% | $150-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,009-100.0% | - |