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 | $46,142 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $31,140 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 27 · EIN 33-0785439 | Advisory (Plan) | $8,546 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,719 | $130,194-37.2% | $169,993-51.9% | $71,457+14.4% |
| Participation rate | 97.6% | 86.1%+11.4pp | 87.0%+10.6pp | 67.9%+29.7pp |
| Annual return | 17.78% | 20.37%-2.6pp | 53.37%-35.6pp | 28.85%-11.1pp |
| Employer contribution / active EE | $3,215 | $4,381-26.6% | $6,785-52.6% | $2,588+24.2% |
| Participant deferral / active EE | $8,070 | $6,923+16.6% | $10,408-22.5% | $4,289+88.2% |
| Admin fee / account holder | $319 | $966-67.0% | $12,815-97.5% | $1,587-79.9% |