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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.
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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: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $137,650 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 · EIN 26-4310632 | Advisory (Plan) | $80,000 |
SB & COMPANY, LLC1 year Filed as: SB AND COMPANY, LLC Service code 10 · EIN 20-2153727 | Accounting | $46,075 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $472,129 | $80,005+490.1% | $140,016+237.2% | $55,725+747.2% |
| Participation rate | 100.0% | 87.0%+13.0pp | 87.5%+12.5pp | 70.9%+29.1pp |
| Annual return | -5.73% | 0.46%-6.2pp | 651.12%-656.9pp | 244.93%-250.7pp |
| Employer contribution / active EE | $26,010 | $3,403+664.4% | $5,606+364.0% | $2,078+1151.6% |
| Participant deferral / active EE | $9,099 | $5,264+72.9% | $6,927+31.3% | $3,356+171.2% |
| Admin fee / account holder | $1,506 | $116+1202.1% | $10,705-85.9% | $115+1207.7% |