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 RETIREMENT INURANCE AND Service code 13 · EIN 06-1050034 | Contract Administrator | $78,045 |
Filed as: LOCKTON INVESTMET ADVISORS, LLC Service code 27 · EIN 20-8874282 | Advisory (Plan) | $38,125 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,759 | $127,481-84.5% | $149,696-86.8% | $90,288-78.1% |
| Participation rate | 93.7% | 78.2%+15.5pp | 82.5%+11.3pp | 73.4%+20.4pp |
| Annual return | 16.64% | 57.78%-41.1pp | 276.60%-260.0pp | 53.97%-37.3pp |
| Employer contribution / active EE | $1,067 | $3,448-69.0% | $4,644-77.0% | $2,524-57.7% |
| Participant deferral / active EE | $1,946 | $6,975-72.1% | $6,842-71.6% | $4,232-54.0% |
| Admin fee / account holder | $93 | $152-39.0% | $9,309-99.0% | $114-18.9% |