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 | $124,065 |
SYNOVUS TRUST COMPANY6+ years Service code 27 · EIN 58-6132179 P. O. BOX 120 · COLUMBUS, GA 31092 | Advisory (Plan) | $40,000 |
SOUTHERN BENEFIT ADMINISTRATORS6+ years Service code 13 · EIN 62-1116095 P. O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Contract Administrator | $24,000 |
MORGAN LEWIS2 years Filed as: MORGAN LEWIS & BOCKLUS LLP Service code 29 · EIN 23-0891050 1702 MARKET ST · PJHILADELPHIA, PA 19103 | Legal | $21,058 |
DENNIS G. JENKINS, CPA,LLC2 years Filed as: DENNIS G. JENKINS,CPA Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN · KENNESAW, GA 30152 | Accounting | $6,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,802 | $81,719-44.0% | $101,248-54.8% | $90,288-49.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 18.75% | 337.64%-318.9pp | 46.47%-27.7pp | 53.97%-35.2pp |
| Employer contribution / active EE | $1,881 | $3,622-48.1% | $3,660-48.6% | $2,524-25.5% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,232-100.0% |
| Admin fee / account holder | $179 | $162+10.4% | $5,945-97.0% | $114+56.7% |