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 & ANNUITY Service code 13 · EIN 06-1050034 | Contract Administrator | $102,811 |
MARQUETTE ASSOCIATES1 year Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 · EIN 36-3485298 | Advisory (Plan) | $25,000 |
LEGACY PROFESSIONALS LLP1 year Service code 10 · EIN 32-0043599 | Accounting | $22,365 |
SCHUCHAT, COOK & WERNER4+ years Service code 29 · EIN 43-0763010 | Legal | $17,059 |
Filed as: THE PRUDENTIAL INS. CO. OF AMERICA Service code 72 | Other investment fees and expenses | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,912 | $60,396-29.0% | $83,848-48.8% | $75,289-43.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | -5.27% | 3.84%-9.1pp | 850.88%-856.1pp | -0.04%-5.2pp |
| Employer contribution / active EE | $655 | $3,343-80.4% | $3,631-82.0% | $2,405-72.8% |
| Participant deferral / active EE | $1,831 | $2,922-37.3% | $4,082-55.1% | $3,739-51.0% |
| Admin fee / account holder | $89 | $141-37.2% | $5,478-98.4% | $102-13.3% |