Summary
PlanConnect LLC
Description
PlanConnect is a financial services company that specializes in providing Third Party Administration (TPA) services for 403b and 457b retirement plans. They offer comprehensive solutions to help employers and employees manage their retirement savings, ...
Strengths
- PlanConnect LLC has a strong market share in their industry
- Revenue generated per employee is greater than industry average
- Demonstrating revenue growth that is faster than the industry average
- The number of employees is growing faster than the industry average
- Revenue growth is more steady than the industry average
- Since PlanConnect LLC was founded, the company has grown faster than the industry average
- Web traffic rankings are better than the industry average
Annual Revenue
PlanConnect LLC's annual revenue
$7373000
Based on Kona Equity data
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Revenue per employee
$368650
-
Variance of revenue growth
0.01
-
Annual revenue growth since founding
$576538
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Revenue growth rate from first known quarter to current
13.6%
Employee Count
20 employees
-
Employee growth rate from first known quarter to current
3.0%
Executives
Renea Dumas
President
r**@planconnect.comTimothy Bryerton
Headquarters - Manager
t**@planconnect.comElizabeth Weilbacker
Relationship Manager
e**@planconnect.comSean Eppolito
AXA Distribution
s**@planconnect.comSusan Alldredge
Retirement Plan Consultant for Party Administrative Services
s**@planconnect.comSarah Cornwell
PlanConnect Common Remitter Analyst
s**@planconnect.comLisa Gagliardi
Senior Manager
l**@planconnect.comG Score - 7
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G1 Revenue is greater than the industry median.
- G2 Income per employee more than industry average.
- G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
- G4 Employee growth rate from the first known quarter to current is higher than the industry average.
- G5 Variance of revenue growth is less than the industry average
- G6 Annual revenue growth since founding is higher than the industry average.
- G7 Website traffic rankings are better than the industry average
Web Analysis
-
Rank
1.04 M
-
Page views per visitor
2.0
-
Daily time
0:10
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Bounce Rate
16.7 %
Location
Unlock unlimited leads
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Key Information
- Name: PlanConnect LLC
- Category: Insurance
- Industry: Financial Planner
- SIC: 62
- NAICS: 523; 52
See similar companies
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By City Syracuse Small Financial Planner in Syracuse Mid-size Financial Planner in Syracuse Insurance in Syracuse Small Insurance in Syracuse Mid-size Insurance in Syracuse
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By State NY Small companies in NY Insurance in NY Small Insurance in NY Mid-size Insurance in NY Small Financial Planner in NY Mid-size Financial Planner in NY
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By Category Insurance Small Insurance Mid-size Insurance
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By Industry Financial Planner Small Financial Planner Mid-size Financial Planner Insurance and Financial Planner
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Firmographic data G Score of 7 SIC: 62 NAICS: 523 NAICS: 52 #Investment Banking #Finance
Frequently Asked Questions
PlanConnect LLC's headquarters are located at 100 Madison St. Syracuse, NY 13202.
PlanConnect LLC's official website is planconnect.com
PlanConnect LLC's annual revenue is $7.4 M.
PlanConnect LLC's SIC: 62
PlanConnect LLC's NAICS: 523; 52.
PlanConnect LLC has 20 employees
PlanConnect LLC is in the industry of Insurance.
