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 | $87,540 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 33 · EIN 13-2655998 | Securities brokerage; Securities brok... | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $13,070 | $27,687-52.8% | $73,545-82.2% | $177,276-92.6% |
| Participation rate | 100.0% | 34.9%+65.1pp | 54.9%+45.1pp | 74.8%+25.2pp |
| Annual return | 14.03% | 16.77%-2.7pp | -15.16%+29.2pp | 21.25%-7.2pp |
| Employer contribution / active EE | $642 | $291+121.0% | $1,219-47.3% | $2,479-74.1% |
| Participant deferral / active EE | $1,415 | $778+81.7% | $1,806-21.7% | $3,881-63.5% |
| Admin fee / account holder | $11 | $59-81.3% | $2,320-99.5% | $154-92.8% |