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, LLC6+ years Service code 27 · EIN 23-2384840 PO BOX 15070 · NEW BRUNSWICK, NJ 089065070 | Advisory (Plan) | $322,938 |
WESTBERG EISCHENS, PLLP6+ years Service code 10 · EIN 41-1792388 217 INDUSTRIAL DR SW · WILLMAR, MN 56201 | Accounting | $42,800 |
ASCENSUS LLC6+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 124 8TH AVE NE · BRAINERD, MN 56401 | Recordkeeping | $26,544 |
STINSON LEONARD STREET1 year Filed as: STINSON, LLP Service code 29 · EIN 44-0643135 PO BOX 843052 · KANSAS CITY, MO 641843052 | Legal | $5,782 |
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 | $58,408 | $78,275-25.4% | $109,143-46.5% | $86,799-32.7% |
| Participation rate | 72.4% | 73.8%-1.5pp | 75.9%-3.5pp | 72.3%+0.1pp |
| Annual return | 13.27% | 19.14%-5.9pp | 25.75%-12.5pp | 97.91%-84.6pp |
| Employer contribution / active EE | $5,193 | $3,105+67.2% | $3,722+39.5% | $2,405+115.9% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,131-100.0% |
| Admin fee / account holder | $557 | $198+180.8% | $6,752-91.7% | $170+228.6% |