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 | $16,090 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $21 |
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 | $213,337 | $98,982+115.5% | $162,163+31.6% | $65,185+227.3% |
| Participation rate | 96.7% | 85.8%+10.9pp | 87.6%+9.1pp | 70.2%+26.5pp |
| Annual return | 22.62% | 24.84%-2.2pp | 115.59%-93.0pp | 29.38%-6.8pp |
| Employer contribution / active EE | $4,784 | $3,467+38.0% | $5,614-14.8% | $2,177+119.8% |
| Participant deferral / active EE | $7,075 | $5,384+31.4% | $7,298-3.0% | $3,514+101.4% |
| Admin fee / account holder | $85 | $596-85.8% | $10,843-99.2% | $847-90.0% |