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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 |
|---|---|---|
CARDAY ASSOCIATES3+ years Service code 14 · EIN 52-0257019 7130 COLUMBIA GATEWAY DRIVE SUITE A · COLUMBIA, MD 21046 | Plan Administrator | $74,531 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 27 · EIN 06-1050034 30 SCRANTON OFFICE PARK · SCRANTON, PA 18507 | Advisory (Plan) | $73,467 |
Service code 10 · EIN 58-2432390 12 PENNS TRIAL, SUITE 132 · NEWTOWN, PA 18940 | Accounting | $29,167 |
SALTER & COMPANY, LLC3+ years Filed as: SALTER & COMPANY LLC Service code 10 · EIN 20-8078757 4600 EAST WEST HIGHWAY, SUITE 300 · BETHESDA, MD 20814 | Accounting | $17,269 |
O'DONOGHUE & O'DONOGHUE3+ years Service code 29 · EIN 53-0120528 5301 WISCONSIN AVE NW 800 · WASHINGTON, DC 20015 | Legal | $13,928 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,538 | $82,546-73.9% | $140,016-84.6% | $75,289-71.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 72.4%+27.6pp |
| Annual return | 8.05% | -0.36%+8.4pp | 651.12%-643.1pp | -0.04%+8.1pp |
| Employer contribution / active EE | $3,347 | $3,856-13.2% | $5,606-40.3% | $2,405+39.2% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $6,927-100.0% | $3,739-100.0% |
| Admin fee / account holder | $247 | $86+187.8% | $10,705-97.7% | $102+141.3% |