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 CO Service code 28 · EIN 22-1211670 | Investment Management | $114,626 |
Filed as: CONDUENT H.R. CONSULTING, LLC Service code 11 · EIN 13-3954297 | Actuarial | $105,211 |
ARTY COHN & FEUER LC2+ years Service code 10 · EIN 59-0718930 | Accounting | $93,151 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $47,588 |
EDWIN STEWART2+ years Service code 30 · EIN 59-6130114 | Employee (plan) | $33,962 |
Filed as: KRAVITZ TALAMO & LEYTON LLP Service code 29 · EIN 11-3720526 | Legal | $11,880 |
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 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 11.23% | 12.92%-1.7pp | 10.36%+0.9pp | 17.84%-6.6pp |
| Employer contribution / active EE | $7,799 | $14,070-44.6% | $37,738-79.3% | $14,688-46.9% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |