Filed January 5, 2021
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 RETI INS AND ANN COMP Service code 15 · EIN 06-1050034 | Recordkeeping | $762,543 |
Service code 10 · EIN 26-0058143 | Accounting | $138,160 |
Filed as: JOHNSON O'CONNOR FERON & CARUCCI LL Service code 10 · EIN 20-3985546 | Accounting | $28,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,087 | $171,796+22.9% | $111,297+89.7% | $106,520+98.2% |
| Participation rate | 99.5% | 88.6%+10.9pp | 77.3%+22.2pp | 71.3%+28.2pp |
| Annual return | 16.94% | 18.62%-1.7pp | 54.65%-37.7pp | 19.28%-2.3pp |
| Employer contribution / active EE | $7,638 | $4,687+62.9% | $2,731+179.7% | $2,840+168.9% |
| Participant deferral / active EE | $10,825 | $7,845+38.0% | $4,487+141.2% | $4,948+118.8% |
| Admin fee / account holder | $28 | $69-59.5% | $7,964-99.6% | $75-62.3% |