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 | $661,217 |
WILLIAM C. EARHART CO., INC.9+ years Filed as: WILLIAM C. EARHART CO., INC Service code 13 · EIN 93-0509592 | Contract Administrator | $113,077 |
GYL FINANCIAL SYNERGIES5 years Filed as: GYL FINANCIAL SYNERGIES, LLC Service code 27 · EIN 81-3263476 | Advisory (Plan) | $60,000 |
NOVAK FRANCELLA LLC4 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $26,907 |
O'DONOGHUE & O'DONOGHUE9+ years Filed as: O'DONOGHUE & O'DONOGHUE LLP Service code 29 · EIN 53-0120528 | Legal | $14,268 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,891 | $88,480-59.4% | $96,683-62.9% | $80,160-55.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 14.50% | 22.53%-8.0pp | 35.69%-21.2pp | 40.38%-25.9pp |
| Employer contribution / active EE | $950 | $4,176-77.3% | $3,737-74.6% | $2,978-68.1% |
| Participant deferral / active EE | $1,223 | $3,959-69.1% | $4,878-74.9% | $5,017-75.6% |
| Admin fee / account holder | $62 | $212-70.9% | $6,730-99.1% | $145-57.6% |