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 Service code 28 · EIN 22-1211670 | Investment Management | $64,332 |
MSPC4+ years Service code 10 · EIN 22-2951202 | Accounting | $32,532 |
I.E. SHAFFER & CO.4+ years Filed as: I.E. SHAFFER Service code 12 · EIN 22-1750854 | Direct payment from the plan; Claims ... | $20,718 |
QUANTELLIGENT SOLUTIONS, LLC4+ years Filed as: QUANTELLIGENT SOLUTIONS LLC Service code 28 · EIN 20-5959585 | Investment Management | $8,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $44,873-100.0% | $79,464-100.0% | $56,287-100.0% |
| Participation rate | 0.0% | 68.7%-68.7pp | 73.3%-73.3pp | 69.9%-69.9pp |
| Annual return | 0.88% | 0.81%+0.1pp | 718.14%-717.3pp | -9.96%+10.8pp |
| Employer contribution / active EE | $2,375 | $2,140+11.0% | $2,800-15.2% | $2,111+12.5% |
| Participant deferral / active EE | $0 | $2,746-100.0% | $3,704-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $418-100.0% | $5,113-100.0% | $521-100.0% |