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 RET INS. & ANNUITY CO Service code 18 · EIN 06-1050034 | Investment management; Investment man... | $152,107 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $50,573 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPTRUST FIN PART Service code 27 · EIN 26-0058143 | Advisory (Plan) | $33,750 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPFIN SEC Service code 27 · EIN 46-4350797 | Advisory (Plan) | $11,250 |
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 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 | $35,636-100.0% | $18,392,177-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.5%-37.5pp | 1.8%-1.8pp |
| Annual return | 4.41% | 5.90%-1.5pp | 3.99%+0.4pp | 7.18%-2.8pp |
| Employer contribution / active EE | $19,993 | $17,826+12.2% | $38,279-47.8% | $13,095+52.7% |
| Participant deferral / active EE | $0 | $92-100.0% | $386-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $140,034-100.0% | $362-100.0% |