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 Service code 15 · EIN 06-1050034 | Recordkeeping | $81,705 |
CHRIS MCDANIEL4+ years Service code 14 5841 NEWMAN CT · SACRAMENTO, CA 95819 | Plan Administrator | $32,485 |
ISLIP & CO2 years Service code 10 · EIN 68-0344156 | Accounting | $31,261 |
SYSTEMATIC FINANCIAL MANAGEMENT4+ years Filed as: SYSTEMATIC Service code 51 · EIN 22-3367558 | Investment Mgmt Fees | $26,307 |
BELINDA HIBBARD4+ years Service code 14 5841 NEWMAN CT · SACRAMENTO, CA 95819 | Plan Administrator | $24,506 |
BRAD BERNEL4+ years Service code 14 5841 NEWMAN CT · SACRAMENTO, CA 95819 | Plan Administrator | $23,915 |
CONNIE HIBBARD4+ years Service code 14 5841 NEWMAN CT · SACRAMENTO, CA 95819 | Plan Administrator | $23,776 |
US BANK4+ years Service code 21 · EIN 31-0841368 | Bank Trustee | $23,724 |
MILLER KAPLAN ARASE LLP4+ years Service code 10 · EIN 95-2036255 | Accounting | $23,500 |
ALISA MUELLER4+ years Service code 14 5841 NEWMAN CT · SACRAMENTO, CA 95819 | Plan Administrator | $23,474 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,552 | $66,601-1.6% | $92,893-29.4% | $67,579-3.0% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 4.45% | 92.58%-88.1pp | 109.41%-105.0pp | 378.56%-374.1pp |
| Employer contribution / active EE | $3,539 | $2,775+27.5% | $3,653-3.1% | $2,148+64.8% |
| Participant deferral / active EE | $3,675 | $3,157+16.4% | $4,236-13.2% | $3,539+3.8% |
| Admin fee / account holder | $392 | $199+97.1% | $5,794-93.2% | $142+175.5% |