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 | $336,886 |
Service code 27 · EIN 04-3638035 | Advisory (Plan) | $101,731 |
EIDE BAILLY LLP9+ years Service code 10 · EIN 45-0250958 | Accounting | $12,500 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,197 | $107,459+12.8% | $135,903-10.8% | $80,160+51.2% |
| Participation rate | 97.9% | 78.0%+19.8pp | 81.9%+16.0pp | 72.9%+25.0pp |
| Annual return | 17.90% | 91.91%-74.0pp | 68.23%-50.3pp | 40.38%-22.5pp |
| Employer contribution / active EE | $4,422 | $3,877+14.0% | $4,856-8.9% | $2,978+48.5% |
| Participant deferral / active EE | $8,920 | $8,195+8.9% | $7,758+15.0% | $5,017+77.8% |
| Admin fee / account holder | $108 | $127-15.2% | $10,762-99.0% | $145-25.7% |