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 INSURANCE CO Service code 51 · EIN 22-1211670 | Investment Mgmt Fees | $376,773 |
Filed as: PRUDENTIAL TRUST CO Service code 51 · EIN 23-6994310 | Investment Mgmt Fees | $54,606 |
Filed as: UBS FINANCIAL SERVICES INC. IS BILL Service code 27 · EIN 13-2638166 | Advisory (Plan) | $24,750 |
WRIGHT FORD YOUNG & CO1 year Filed as: WRIGHT FORD YOUNG & CO. CPAS AND CO Service code 10 · EIN 95-3288054 | Accounting | $9,000 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $4,317 |
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 | $136,860 | $63,905+114.2% | $74,183+84.5% | $57,658+137.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 6.30% | 60.60%-54.3pp | 17.74%-11.4pp | 5.13%+1.2pp |
| Employer contribution / active EE | $3,636 | $1,840+97.6% | $2,370+53.4% | $1,974+84.2% |
| Participant deferral / active EE | $5,265 | $3,448+52.7% | $3,550+48.3% | $3,061+72.0% |
| Admin fee / account holder | $41 | $91-54.8% | $5,586-99.3% | $95-56.5% |