See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $80,000 |
PRICEWATERHOUSECOOPERS LLP1+ years Service code 49 · EIN 13-4008324 | Other Services | $71,450 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $392,484 | $71,802+446.6% | $133,980+192.9% | $57,658+580.7% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.1%+12.9pp | 70.2%+29.8pp |
| Annual return | 3.78% | 13.51%-9.7pp | 29.30%-25.5pp | 5.13%-1.3pp |
| Employer contribution / active EE | $25,864 | $3,161+718.1% | $5,211+396.3% | $1,974+1210.4% |
| Participant deferral / active EE | $8,379 | $4,606+81.9% | $6,282+33.4% | $3,061+173.8% |
| Admin fee / account holder | $1,013 | $88+1055.8% | $9,324-89.1% | $95+971.9% |