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 RETIREMENT INS & ANN CO. Service code 12 · EIN 06-1050034 | Custodial (securities); Claims proces... | $792,873 |
FABIAN & BYRN LLC6+ years Filed as: FABIAN AND BYRN, LLC Service code 14 · EIN 25-1914887 | Plan Administrator | $154,581 |
MPC CAPITAL ADVISORS LLC5 years Filed as: MPC CAPITAL ADVISORS, LLC Service code 50 622 THIRD AVE, 38TH FL. · NEW YORK, NY 10017 | Direct Payment | $113,173 |
MSPC6+ years Service code 10 · EIN 22-2951202 340 NORTH AVENUE · CRANFORD, NJ 07016 | Accounting | $71,461 |
Filed as: ZAZZALI FAGELLA Service code 29 ONE RIVERFRONT PLAZA, SUITE 320 · NEWARK, NJ 07102 | Legal | $25,209 |
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 | $192,937 | $81,719+136.1% | $101,248+90.6% | $90,288+113.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 14.05% | 337.64%-323.6pp | 46.47%-32.4pp | 53.97%-39.9pp |
| Employer contribution / active EE | $10,740 | $3,622+196.5% | $3,660+193.5% | $2,524+325.5% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,232-100.0% |
| Admin fee / account holder | $320 | $162+97.5% | $5,945-94.6% | $114+180.4% |