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 COMPANY Service code 19 · EIN 58-6132179 39 SCRANTON OFFICE PARK · SCRANTON, PA 18507 | Securities Custodian | $160,160 |
SYNOVUS TRUST COMPANY5+ years Service code 27 · EIN 58-6132179 P. O. BOX 120 · COLUMBUS, GA 31092 | Advisory (Plan) | $40,000 |
SOUTHERN BENEFIT ADMINISTRATORS5+ years Service code 13 · EIN 62-1116095 P. O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Contract Administrator | $24,000 |
MORGAN LEWIS1 year Filed as: MORGAN LEWIS & BOCKLUS LLP Service code 29 · EIN 23-0891050 1702 MARKET ST · PJHILADELPHIA, PA 19103 | Legal | $18,723 |
Filed as: DENNIS G. JENKINS,CPA Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN · KENNESAW, GA 30152 | Accounting | $8,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,801 | $66,051-45.8% | $92,893-61.5% | $77,787-54.0% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 21.48% | 20.69%+0.8pp | 109.41%-87.9pp | 32.57%-11.1pp |
| Employer contribution / active EE | $2,323 | $3,426-32.2% | $3,653-36.4% | $2,504-7.3% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,236-100.0% | $3,967-100.0% |
| Admin fee / account holder | $187 | $148+26.3% | $5,794-96.8% | $100+86.6% |