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 |
|---|---|---|
CITRIN COOPERMAN1 year Service code 10 · EIN 22-2428965 | Accounting | $12,500 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $6,815 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $1,611 |
MORGAN STANLEY SMITH BARNEY4+ years Service code 33 · EIN 13-2655998 | Securities brokerage commissions and ... | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,632 | $48,576+187.5% | $169,463-17.6% | $56,287+148.1% |
| Participation rate | 100.0% | 65.8%+34.2pp | 77.8%+22.2pp | 69.9%+30.1pp |
| Annual return | -5.78% | -2.51%-3.3pp | 1.83%-7.6pp | -9.96%+4.2pp |
| Employer contribution / active EE | $3,706 | $1,559+137.7% | $4,159-10.9% | $2,111+75.6% |
| Participant deferral / active EE | $11,126 | $3,275+239.7% | $5,277+110.8% | $3,350+232.1% |
| Admin fee / account holder | $91 | $435-79.1% | $9,109-99.0% | $521-82.6% |