Filed April 14, 2016 (most recent of 2 filings on file)
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 | $34,220 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $16,622 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $159,793 | $66,310+141.0% | $93,606+70.7% | $65,185+145.1% |
| Participation rate | 100.0% | 74.0%+26.0pp | 75.8%+24.2pp | 70.2%+29.8pp |
| Annual return | 23.92% | 42.58%-18.7pp | 32.76%-8.8pp | 29.38%-5.5pp |
| Employer contribution / active EE | $3,396 | $2,012+68.8% | $2,718+25.0% | $2,177+56.0% |
| Participant deferral / active EE | $7,848 | $3,342+134.8% | $4,069+92.9% | $3,514+123.3% |
| Admin fee / account holder | $268 | $6,897-96.1% | $7,888-96.6% | $847-68.4% |