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, LLC3+ years Service code 27 · EIN 23-2384840 PO BOX 15070 · NEW BRUNSWICK, NJ 089065070 | Advisory (Plan) | $197,854 |
SECURITIES AMERICA INC2 years Filed as: SECURITIES AMERICA Service code 27 · EIN 11-2551174 12325 PORT GRACE BLVD · LAVISTA, NE 68128 | Advisory (Plan) | $51,038 |
WESTBERG EISCHENS, PLLP3+ years Service code 10 · EIN 41-1792388 217 INDUSTRIAL DRIVE SW · WILLMAR, MN 56201 | Accounting | $20,845 |
VAN IWAARDEN ASSOCIATES3+ years Filed as: VAN IWAARDEN Service code 11 · EIN 41-1895548 10 SOUTH 5TH STREET · MINNEAPOLIS, MN 55402 | Actuarial | $10,239 |
HG SATURN2 years Filed as: SATURN SYSTEMS, INC. Service code 49 · EIN 41-1754350 314 W SUPERIOR ST 1015 · DULUTH, MN 55802 | Other Services | $9,388 |
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.
Annual investment return 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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | -4.30% | 4.25%-8.5pp | -752.26%+748.0pp | 0.19%-4.5pp |
| Employer contribution / active EE | $1,884 | $11,906-84.2% | $31,802-94.1% | $13,763-86.3% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |