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 28 · EIN 06-1050034 | Investment Management | $118,055 |
CARDAY ASSOCIATES1 year Filed as: CARDAY ASSOCIATES INC (BENESYS) Service code 13 · EIN 53-0257019 | Contract Administrator | $26,728 |
DAHAB ASSOCIATES6+ years Filed as: DAHAB ASSOCIATES, INC. Service code 27 · EIN 11-2783874 | Advisory (Plan) | $13,121 |
Filed as: MOONEY, GREEN, BAKER, & SAINDON,MUR Service code 29 · EIN 52-1958229 | Legal | $11,883 |
WEYRICH, CRONIN & SORRA, LLC4 years Filed as: WEYRICH CORINN & SORRA, LLC Service code 10 · EIN 81-4643077 | Accounting | $10,966 |
STATE STREET GLOBAL ADVISORS6+ years Service code 18 · EIN 81-4017137 | Other fees; Investment management fee... | $297 |
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 | $10,847 | $88,770-87.8% | $109,143-90.1% | $93,030-88.3% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 18.15% | 60.64%-42.5pp | 25.75%-7.6pp | 158.70%-140.5pp |
| Employer contribution / active EE | $1,454 | $3,780-61.5% | $3,722-60.9% | $2,706-46.2% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,562-100.0% |
| Admin fee / account holder | $92 | $172-46.5% | $6,752-98.6% | $152-39.2% |