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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $25,190 |
CADARET GRANT & CO INC5+ years Filed as: CADARET, GRANT & CO., INC. Service code 16 · EIN 22-2361254 | Consulting | $15,000 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $121,853 | $62,928+93.6% | $172,739-29.5% | $67,579+80.3% |
| Participation rate | 100.0% | 64.5%+35.5pp | 82.6%+17.4pp | 71.3%+28.7pp |
| Annual return | 19.52% | 30.36%-10.8pp | 802.84%-783.3pp | 378.56%-359.0pp |
| Employer contribution / active EE | $5,622 | $1,636+243.6% | $5,143+9.3% | $2,148+161.8% |
| Participant deferral / active EE | $6,348 | $2,145+196.0% | $5,198+22.1% | $3,539+79.4% |
| Admin fee / account holder | $19 | $167-88.9% | $13,954-99.9% | $142-87.0% |