Filed August 17, 2017
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 | $850 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $84 |
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 | $145,219 | $70,667+105.5% | $123,104+18.0% | $52,331+177.5% |
| Participation rate | 98.1% | 83.7%+14.3pp | 86.8%+11.3pp | 68.1%+30.0pp |
| Annual return | 1.17% | 6.23%-5.1pp | 13.22%-12.1pp | 4.54%-3.4pp |
| Employer contribution / active EE | $3,740 | $2,946+27.0% | $5,151-27.4% | $1,882+98.7% |
| Participant deferral / active EE | $5,410 | $4,493+20.4% | $6,230-13.2% | $3,022+79.0% |
| Admin fee / account holder | $8 | $506-98.5% | $9,015-99.9% | $592-98.7% |