Filed August 31, 2022 (most recent of 3 filings on file)
Total covered: 1,021 employees
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT AND INSURANCE Service code 13 · EIN 06-1050034 | Contract Administrator | $624,041 |
NORTHERN TRUST COMPANY8+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $144,349 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 21 · EIN 94-3112180 | Bank Trustee | $30,221 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $13,363-100.0% | $186,774-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 55.8%-55.8pp | 2.2%-2.2pp |
| Annual return | 7.93% | 9.11%-1.2pp | 7.78%+0.2pp | 9.11%-1.2pp |
| Employer contribution / active EE | $4,135 | $12,231-66.2% | $32,517-87.3% | $12,231-66.2% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $504-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $3,044-100.0% | $125-100.0% |