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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 | $132,764 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 · EIN 26-4310632 | Advisory (Plan) | $80,000 |
MITCHELL & TITUS, LLP1 year Service code 10 · EIN 13-2781641 | Accounting | $40,000 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $575,025 | $88,515+549.6% | $162,163+254.6% | $67,579+750.9% |
| Participation rate | 100.0% | 86.8%+13.2pp | 87.6%+12.4pp | 71.3%+28.7pp |
| Annual return | 23.83% | 27.04%-3.2pp | 115.59%-91.8pp | 378.56%-354.7pp |
| Employer contribution / active EE | $22,328 | $3,563+526.6% | $5,614+297.7% | $2,148+939.6% |
| Participant deferral / active EE | $9,639 | $5,724+68.4% | $7,298+32.1% | $3,539+172.3% |
| Admin fee / account holder | $462 | $124+273.6% | $10,843-95.7% | $142+224.7% |