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 |
|---|---|---|
ADAMS AND REESE LLP3 years Service code 29 · EIN 72-0424362 | Legal | $193,706 |
Filed as: COGNIZANT Service code 16 500 FRANK W. BURR BOULEVARD · TEANECK, NJ 07666 | Consulting | $192,783 |
Filed as: PRUDENTIAL RET INS & ANNUITY CO Service code 13 · EIN 06-1050034 | Contract Administrator | $95,670 |
WESTERN ASSET MANAGEMENT COMPANY6+ years Filed as: WESTERN ASSET MANAGEMENT Service code 16 PO BOX 894139 · LOS ANGELES, CA 90189 | Consulting | $16,379 |
ZIONS BANCORPORATION NA1 year Service code 10 · EIN 87-0189025 | Accounting | $7,650 |
PKF O'CONNOR DAVIES, LLP5 years Filed as: PANNELL KERR FORSTER OF TEXAS PC Service code 10 · EIN 76-0356844 | Accounting | $6,500 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $263,436-100.0% | $305,030-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 47.8%-47.8pp | 44.7%-44.7pp | 43.0%-43.0pp |
| Annual return | 1.25% | 288.76%-287.5pp | 380.66%-379.4pp | 259.13%-257.9pp |
| Employer contribution / active EE | $0 | $47,316-100.0% | $45,083-100.0% | $41,469-100.0% |
| Participant deferral / active EE | $0 | $279-100.0% | $272-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $13,313-100.0% | $12,800-100.0% | $21,546-100.0% |