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) | $192,139 |
BENESYS, INC.2 years Service code 14 · EIN 52-0257019 7130 COLUMBIA GATEWAY DRIVE SUITE A · COLUMBIA, MD 21046 | Plan Administrator | $32,218 |
Service code 10 · EIN 58-2432390 12 PENNS TRIAL, SUITE 132 · NEWTOWN, PA 18940 | Accounting | $25,000 |
CALIBRE CPA GROUP PLLC4 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 7501 WISCONSIN AVE STE 1200 · BETHESDA, MD 20814 | Accounting | $21,655 |
O'DONOGHUE & O'DONOGHUE7+ years Service code 29 · EIN 53-0120528 5301 WISCONSIN AVE NW 800 · WASHINGTON, DC 20015 | Legal | $20,609 |
Filed as: NATIONAL EMPLOYEE BENEFITS ADMINIST Service code 14 · EIN 65-0498809 2010 NW 150TH AVENUE, SUITE 200 · PEMBROKE PINES, FL 33028 | Plan Administrator | $20,273 |
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 | $11,717 | $95,918-87.8% | $151,611-92.3% | $77,904-85.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.5%+12.5pp | 73.7%+26.3pp |
| Annual return | -14.75% | -5.50%-9.3pp | 3.33%-18.1pp | 12.21%-27.0pp |
| Employer contribution / active EE | $1,729 | $4,330-60.1% | $6,166-72.0% | $2,848-39.3% |
| Participant deferral / active EE | $0 | $7,508-100.0% | $8,363-100.0% | $4,806-100.0% |
| Admin fee / account holder | $275 | $93+195.0% | $11,616-97.6% | $133+107.6% |