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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $218,075 |
ANDCO CONSULTING2 years Filed as: ANDCO CONSULTING LLC Service code 16 · EIN 59-3676225 | Consulting | $57,795 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $80 |
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 | $47,480 | $53,565-11.4% | $172,739-72.5% | $82,204-42.2% |
| Participation rate | 81.2% | 69.6%+11.5pp | 82.6%-1.5pp | 73.4%+7.8pp |
| Annual return | 20.65% | 31.42%-10.8pp | 802.84%-782.2pp | 26.31%-5.7pp |
| Employer contribution / active EE | $1,943 | $1,857+4.6% | $5,143-62.2% | $2,707-28.2% |
| Participant deferral / active EE | $2,564 | $3,006-14.7% | $5,198-50.7% | $4,246-39.6% |
| Admin fee / account holder | $63 | $61+2.1% | $13,954-99.6% | $76-17.1% |