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 | $950 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $42 |
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 | $167,762 | $79,523+111.0% | $140,016+19.8% | $56,287+198.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -5.63% | 2.39%-8.0pp | 651.12%-656.8pp | -9.96%+4.3pp |
| Employer contribution / active EE | $4,438 | $3,350+32.5% | $5,606-20.8% | $2,111+110.2% |
| Participant deferral / active EE | $6,640 | $5,129+29.5% | $6,927-4.1% | $3,350+98.2% |
| Admin fee / account holder | $10 | $614-98.3% | $10,705-99.9% | $521-98.0% |