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 RET INS & ANNUITY CO Service code 10 · EIN 06-1050034 | Accounting | $232,180 |
1974 PENSION TRUST5+ years Service code 10 · EIN 52-6150908 | Accounting | $53,113 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH+BROWN Service code 10 · EIN 22-2027092 | Accounting | $30,207 |
MMA SECURITIES LLC1 year Filed as: MARSH USA Service code 22 · EIN 36-1436000 | Insurance Broker | $28,133 |
NORTHERN TRUST COMPANY4 years Service code 19 · EIN 36-1561860 | Securities Custodian | $6,704 |
KELLY PRESS INC5+ years Service code 49 · EIN 52-0975591 | Other Services | $5,815 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $37,249 | $95,776-61.1% | $162,163-77.0% | $77,787-52.1% |
| Participation rate | 100.0% | 88.6%+11.4pp | 87.6%+12.4pp | 73.2%+26.8pp |
| Annual return | 18.63% | 37.03%-18.4pp | 115.59%-97.0pp | 32.57%-13.9pp |
| Employer contribution / active EE | $3,907 | $3,874+0.9% | $5,614-30.4% | $2,504+56.0% |
| Participant deferral / active EE | $1,970 | $6,125-67.8% | $7,298-73.0% | $3,967-50.3% |
| Admin fee / account holder | $72 | $88-18.0% | $10,843-99.3% | $100-28.1% |