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 |
|---|---|---|
Filed as: PRUDENTIAL RTIRMENT NSURANCE AND Service code 13 · EIN 06-1050034 | Contract Administrator | $56,890 |
THORNHILL FINANCIAL, INC.6+ years Service code 27 · EIN 34-1818419 | Advisory (Plan) | $13,000 |
Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $109,933 | $176,491-37.7% | $95,952+14.6% | $90,288+21.8% |
| Participation rate | 96.6% | 86.6%+10.0pp | 77.1%+19.5pp | 73.4%+23.2pp |
| Annual return | 15.56% | 20.14%-4.6pp | 91.61%-76.0pp | 53.97%-38.4pp |
| Employer contribution / active EE | $3,296 | $2,789+18.2% | $2,541+29.7% | $2,524+30.6% |
| Participant deferral / active EE | $3,648 | $5,340-31.7% | $4,167-12.4% | $4,232-13.8% |
| Admin fee / account holder | $38 | $154-75.4% | $6,795-99.4% | $114-66.8% |