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 |
|---|---|---|
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: PRUDENTIAL FINANCIAL CO. OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $1,162,590 |
WEDGE CAPITAL MANAGEMENT10+ years Filed as: WEDGE CAPITAL MANAGEMENT, L.L.P. Service code 28 · EIN 56-1557450 | Investment Management | $822,166 |
Filed as: INVESTMENT PERFORMANCE SERVICES, IN Service code 16 · EIN 58-2432390 | Consulting | $320,188 |
WITHUMSMITH+BROWN, PC3 years Filed as: BROWN ADVISORY, LLC Service code 28 · EIN 26-4560299 | Investment Management | $268,351 |
EARNEST PARTNERS, LLC10+ years Service code 28 · EIN 58-2386669 | Investment Management | $213,184 |
EMPLOYEE K1 year Filed as: EMPLOYEE Q Service code 30 · EIN 52-6036829 | Employee (plan); Direct payment from ... | $194,195 |
WITHUMSMITH+BROWN, PC10+ years Filed as: BROWN CAPITAL MANAGEMENT, LLC. Service code 28 · EIN 27-4453139 | Investment Management | $190,472 |
EMPLOYEE FIDUCIARY, LLC1 year Filed as: EMPLOYEE B Service code 30 · EIN 52-6036829 | Employee (plan); Direct payment from ... | $182,580 |
EMPLOYEE FIDUCIARY, LLC1 year Filed as: EMPLOYEE A Service code 30 · EIN 52-6036829 | Employee (plan); Direct payment from ... | $177,985 |
EMPLOYEE FIDUCIARY, LLC1 year Filed as: EMPLOYEE D Service code 30 · EIN 52-6036829 | Direct payment from the plan; Employe... | $173,584 |
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 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 9.83% | 9.22%+0.6pp | 16.77%-6.9pp | 9.22%+0.6pp |
| Employer contribution / active EE | $9,847 | $13,567-27.4% | $28,306-65.2% | $13,567-27.4% |
| Participant deferral / active EE | $0 | $575-100.0% | $40-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |