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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $22,646 |
CITRIN COOPERMAN2 years Service code 10 · EIN 22-2428965 | Accounting | $14,809 |
MORGAN STANLEY SMITH BARNEY5+ years Service code 27 · EIN 13-2655998 | Advisory (Plan) | $11,813 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $653 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $169,981 | $56,972+198.4% | $182,532-6.9% | $65,185+160.8% |
| Participation rate | 100.0% | 66.5%+33.5pp | 78.0%+22.0pp | 70.2%+29.8pp |
| Annual return | 23.44% | 27.67%-4.2pp | 148.54%-125.1pp | 29.38%-5.9pp |
| Employer contribution / active EE | $4,236 | $1,615+162.4% | $4,076+3.9% | $2,177+94.6% |
| Participant deferral / active EE | $11,332 | $3,526+221.4% | $5,524+105.1% | $3,514+222.5% |
| Admin fee / account holder | $199 | $528-62.3% | $8,592-97.7% | $847-76.5% |