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 9-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 |
|---|---|---|
PRUCO SECURITIES, LLC1+ years Service code 27 · EIN 23-2384840 PO BOX 15070 · NEW BRUNSWICK, NJ 089065070 | Advisory (Plan) | $180,135 |
SII INVESTMENTS INC1+ years Filed as: SII INVESTMENTS Service code 27 · EIN 39-1099262 5555 GRANDE MARKET DRIVE · APPELTON, WI 54913 | Advisory (Plan) | $54,039 |
WESTBERG EISCHENS, PLLP1+ years Service code 10 · EIN 41-1792388 217 INDUSTRIAL DRIVE SW · WILLMAR, MN 56201 | Accounting | $16,215 |
VAN IWAARDEN ASSOCIATES1+ years Filed as: VAN IWAARDEN Service code 11 · EIN 41-1895548 10 SOUTH 5TH STREET · MINNEAPOLIS, MN 55402 | Actuarial | $15,592 |
STINSON LEONARD STREET1+ years Filed as: STINSON LEONAR STREET Service code 29 · EIN 44-0643135 PO BOX 843052 · KANSAS CITY, MO 641843052 | Legal | $6,609 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 1.47% | 3.49%-2.0pp | 4.16%-2.7pp | 7.18%-5.7pp |
| Employer contribution / active EE | $1,879 | $11,083-83.0% | $29,966-93.7% | $13,095-85.7% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |