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 Service code 27 · EIN 06-1050034 30 SCRANTON OFFICE PARK · SCRANTON, PA 18507 | Advisory (Plan) | $145,089 |
CARDAY ASSOCIATES4+ years Service code 14 · EIN 52-0257019 7130 COLUMBIA GATEWAY DRIVE SUITE A · COLUMBIA, MD 21046 | Plan Administrator | $68,259 |
Service code 10 · EIN 58-2432390 12 PENNS TRIAL, SUITE 132 · NEWTOWN, PA 18940 | Accounting | $25,000 |
CALIBRE CPA GROUP PLLC1 year Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 7501 WISCONSIN AVE STE 1200 · BETHESDA, MD 20814 | Accounting | $16,659 |
O'DONOGHUE & O'DONOGHUE4+ years Service code 29 · EIN 53-0120528 5301 WISCONSIN AVE NW 800 · WASHINGTON, DC 20015 | Legal | $13,718 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,466 | $95,776-76.5% | $162,163-86.1% | $77,787-71.1% |
| Participation rate | 100.0% | 88.6%+11.4pp | 87.6%+12.4pp | 73.2%+26.8pp |
| Annual return | 5.47% | 37.03%-31.6pp | 115.59%-110.1pp | 32.57%-27.1pp |
| Employer contribution / active EE | $3,389 | $3,874-12.5% | $5,614-39.6% | $2,504+35.3% |
| Participant deferral / active EE | $0 | $6,125-100.0% | $7,298-100.0% | $3,967-100.0% |
| Admin fee / account holder | $439 | $88+400.2% | $10,843-96.0% | $100+338.3% |