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 INSURNCE AND Service code 13 · EIN 06-1050034 | Contract Administrator | $161,793 |
Filed as: GLOBAL RETIREMENT PARNTERS LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $39,000 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE Service code 10 · EIN 39-0859910 | Accounting | $26,750 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,970 | $93,131+18.1% | $106,548+3.2% | $86,799+26.7% |
| Participation rate | 100.0% | 81.4%+18.6pp | 76.1%+23.9pp | 72.3%+27.7pp |
| Annual return | 13.28% | 19.45%-6.2pp | 26.80%-13.5pp | 97.91%-84.6pp |
| Employer contribution / active EE | $5,537 | $2,895+91.2% | $2,819+96.4% | $2,405+130.2% |
| Participant deferral / active EE | $5,207 | $4,708+10.6% | $4,398+18.4% | $4,131+26.1% |
| Admin fee / account holder | $283 | $145+95.2% | $7,407-96.2% | $170+67.0% |