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 INSURANCE AN Service code 99 · EIN 06-1050034 | Other Fees | $84,453 |
THE SEGAL COMPANY5 years Filed as: SEGAL CONSULTING Service code 16 · EIN 13-1835864 | Consulting | $45,720 |
CALIBRE CPA GROUP PLLC8+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $43,400 |
BREDHOFF & KAISER8+ years Filed as: BREDHOFF & KAISER, PLLC Service code 29 · EIN 52-0969534 | Legal | $13,271 |
THE SEGAL COMPANY8+ years Service code 27 · EIN 13-2646110 | Advisory (Plan) | $10,000 |
Filed as: AFL-CIO Service code 14 · EIN 52-1417400 | Plan Administrator | $5,982 |
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 | $90,667 | $47,722+90.0% | $82,719+9.6% | $64,808+39.9% |
| Participation rate | 100.0% | 67.6%+32.4pp | 72.6%+27.4pp | 71.5%+28.5pp |
| Annual return | -15.80% | -13.05%-2.8pp | 701.18%-717.0pp | 32.82%-48.6pp |
| Employer contribution / active EE | $857 | $2,179-60.7% | $3,009-71.5% | $2,506-65.8% |
| Participant deferral / active EE | $5,451 | $3,329+63.7% | $4,395+24.0% | $4,310+26.5% |
| Admin fee / account holder | $158 | $143+10.8% | $5,329-97.0% | $188-15.7% |