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 FINANCIAL CO. OF AMERICA Service code 28 · EIN 22-1211670 213 WASHINGTON ST 8TH FLOOR · NEWARK, NJ 07102 | Investment Management | $1,781,789 |
WEDGE CAPITAL MANAGEMENT1 year Filed as: WEDGE CAPITAL MANAGEMENT, L.L.P Service code 28 · EIN 56-1557450 301 SOUTH COLLEGE STREET SUITE 2920 · CHARLOTTE, NC 28202 | Investment Management | $654,884 |
WITHUMSMITH+BROWN, PC2+ years Filed as: BROWN ADVISORY MANAGEMENT, LLC Service code 28 · EIN 26-4560299 901 SOUTH BOND STREET SUITE 400 · BALTIMORE, MD 21231 | Investment Management | $528,510 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 40 EAST 52ND STREET · NEW YORK, NY 10022 | Bank Trustee | $312,373 |
THE SEGAL COMPANY2+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 23 · EIN 46-0619194 333 WEST 34TH STREET · NEW YORK, NY 10001 | Insurance brokerage commissions and f... | $240,385 |
INVESTMENT PERFORMANCE SERVICES2+ years Filed as: INVESTMENT PERFORMANCE SERVICES INC Service code 16 · EIN 58-2432390 7402 HODGSON MEMORIAL DRIVE SUITE 1 · SAVANNAH, GA 31406 | Consulting | $202,596 |
FEDERATED2+ years Filed as: FEDERATED MDTA LLC Service code 28 · EIN 94-3267050 125 HIGH STREET OLIVER STREET TOWER · BOSTON, MA 02110 | Investment Management | $188,183 |
WITHUMSMITH+BROWN, PC2+ years Filed as: BROWN CAPITAL MANAGEMENT, LLC. Service code 28 · EIN 27-4453139 1201 N CALVERT STREET · BALTIMORE, MD 21202 | Investment Management | $173,425 |
EARNEST PARTNERS, LLC2+ years Service code 28 · EIN 58-2386669 1180 PEACHTREE STREET NE SUITE 2300 · ATLANTA, GA 30309 | Investment Management | $150,657 |
THE SEGAL COMPANY2+ years Filed as: THE SEGAL COMPANY EASTERN STATES Service code 11 · EIN 13-1835864 1920 N STREET NW SUITE 400 · WASHINGTON, DC 20036 | Actuarial | $149,532 |
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 | $85,985-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 0.0%0pp |
| Annual return | 11.32% | 16.52%-5.2pp | 14.20%-2.9pp | 17.84%-6.5pp |
| Employer contribution / active EE | $9,989 | $13,798-27.6% | $27,968-64.3% | $14,688-32.0% |
| Participant deferral / active EE | $0 | $43-100.0% | $576-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $6,028-100.0% | - |