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: COGNIZANT OIL AND GAS CONSULTING Service code 13 · EIN 47-1069923 | Contract Administrator | $146,321 |
Filed as: PRUDENTIAL RET INS & ANNUITY CO Service code 13 · EIN 06-1050034 | Contract Administrator | $97,571 |
ADAMS AND REESE LLP2 years Service code 29 · EIN 72-0424362 | Legal | $69,307 |
MPC CAPITAL ADVISORS LLC5+ years Service code 27 · EIN 27-2136582 | Advisory (Plan) | $45,000 |
PKF O'CONNOR DAVIES, LLP4 years Filed as: PANNELL KERR FORSTER OF TEXAS PC Service code 10 · EIN 76-0356844 | Accounting | $13,952 |
GARY A NAGLER PLLC2 years Filed as: GARY A. NAGLER, PLLC Service code 29 · EIN 76-0622745 | Legal | $13,825 |
WESTERN ASSET MANAGEMENT COMPANY5+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 20-1226970 | Investment Management | $12,341 |
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 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 | $0 | $337,865-100.0% | $346,182-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 56.9%-56.9pp | 52.1%-52.1pp | 47.4%-47.4pp |
| Annual return | 10.99% | 12.82%-1.8pp | 13.48%-2.5pp | 12.16%-1.2pp |
| Employer contribution / active EE | $1,170,000 | $49,622+2257.8% | $47,067+2385.8% | $44,746+2514.8% |
| Participant deferral / active EE | $0 | $174-100.0% | $200-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $14,867-100.0% | $14,572-100.0% | $17,640-100.0% |