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 RET. INS. & ANNUITY CO. Service code 13 · EIN 06-1050034 | Contract Administrator | $34,355 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $23,213 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 27 · EIN 33-0785439 | Advisory (Plan) | $6,438 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $101,048 | $136,307-25.9% | $177,821-43.2% | $73,488+37.5% |
| Participation rate | 93.4% | 86.1%+7.3pp | 87.7%+5.7pp | 70.7%+22.8pp |
| Annual return | 16.74% | 18.68%-1.9pp | 48.32%-31.6pp | 28.51%-11.8pp |
| Employer contribution / active EE | $1,487 | $3,712-59.9% | $5,918-74.9% | $2,270-34.5% |
| Participant deferral / active EE | $6,809 | $5,829+16.8% | $7,714-11.7% | $3,740+82.1% |
| Admin fee / account holder | $365 | $596-38.7% | $12,427-97.1% | $513-28.8% |