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 9-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 INSURANCE COMPANY OF AME Service code 28 · EIN 22-1211670 | Investment Management | $79,216 |
MARQUETTE ASSOCIATES1 year Service code 17 · EIN 36-3485298 180 N LASALLE STREET SUITE 3500 · CHICAGO, IL 60601 | Pension Consulting | $34,545 |
COLLERAN, O'HARA & MILLS LLP2 years Filed as: HOLM & OHARA LLP Service code 22 · EIN 13-3591118 3 WEST 35TH STREET 9TH FLOOR · NEW YORK, NY 10001 | Insurance Broker | $11,733 |
Filed as: BERARD & ASSOCIATES CPAS P.C. Service code 10 · EIN 13-3774222 44 PARK AVENUE · SUFFERN, NY 10901 | Accounting | $10,800 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,331 | $55,449+37.7% | $83,848-9.0% | $56,287+35.6% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | -5.38% | -1.38%-4.0pp | 850.88%-856.3pp | -9.96%+4.6pp |
| Employer contribution / active EE | $7,397 | $2,430+204.4% | $3,631+103.7% | $2,111+250.4% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $756 | $656+15.3% | $5,478-86.2% | $521+45.2% |