See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS & ANN Service code 19 · EIN 06-1050034 | Securities Custodian | $59,797 |
ZENITH AMERICAN SOLUTIONS6 years Filed as: ZENITH AMERICAN SOLUTIONS INC Service code 13 · EIN 06-0811449 | Contract Administrator | $44,869 |
BAIRD FUNDS8+ years Filed as: ROBERT M CHEVERIE & ASSOC Service code 29 · EIN 06-1335139 | Legal | $20,000 |
MEKETA INVESTMENT GROUP6 years Filed as: MEKETA INVESTMENT GROUP LLP Service code 17 · EIN 04-2659023 | Pension Consulting | $19,635 |
NOVAK FRANCELLA LLC6 years Filed as: NOVAK FRANCELLA Service code 10 · EIN 61-1436956 | Accounting | $14,260 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,296 | $92,971+45.5% | $96,683+39.9% | $74,419+81.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 0.95% | 37.49%-36.5pp | 35.69%-34.7pp | 34.38%-33.4pp |
| Employer contribution / active EE | $11,234 | $3,426+227.9% | $3,737+200.6% | $2,637+326.0% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $285 | $633-55.0% | $6,730-95.8% | $348-18.2% |