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 | Custodial (other than securities); In... | $210,090 |
CAPFINANCIAL PARTNERS LLC9+ years Filed as: CAPTRUST FIN PART Service code 27 · EIN 26-0058143 | Advisory (Plan) | $45,000 |
Filed as: BANK OF AMERICA, N.A. NY Service code 21 · EIN 94-1687665 | Bank Trustee | $37,967 |
SLC MANAGEMENT1 year Service code 28 · EIN 68-0635051 | Investment Management | $19,344 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $331,632-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 48.3%-48.3pp | 2.4%-2.4pp |
| Annual return | 8.41% | 22.81%-14.4pp | 10.59%-2.2pp | 22.81%-14.4pp |
| Employer contribution / active EE | $7,353 | $18,290-59.8% | $43,976-83.3% | $18,290-59.8% |
| Participant deferral / active EE | $0 | $603-100.0% | $166-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $25,063-100.0% | $85,222-100.0% |