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 |
|---|---|---|
THE ANGELL PENSION GROUP, INC.1+ years Service code 16 · EIN 04-2530412 | Consulting | $8,935 |
MENGEL, METZGER, BARR & CO. LLP1+ years Filed as: MENGEL METZGER BARR & CO LLP Service code 10 · EIN 16-1092347 | Accounting | $7,000 |
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 64 · EIN 06-1050034 | Recordkeeping Fees | $2,060 |
Filed as: PRUDENTIAL INVESTMENTS LLC Service code 72 | Other investment fees and expenses | $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 | $158,707 | $70,002+126.7% | $115,037+38.0% | $52,331+203.3% |
| Participation rate | 95.9% | 72.1%+23.8pp | 81.4%+14.5pp | 68.1%+27.8pp |
| Annual return | 0.19% | 4.04%-3.9pp | 26.14%-26.0pp | 4.54%-4.4pp |
| Employer contribution / active EE | $5,185 | $2,715+91.0% | $4,608+12.5% | $1,882+175.5% |
| Participant deferral / active EE | $8,047 | $4,920+63.6% | $6,026+33.5% | $3,022+166.3% |
| Admin fee / account holder | $104 | $566-81.6% | $8,175-98.7% | $592-82.4% |