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 | $2,011 |
MORGAN STANLEY SMITH BARNEY4+ years Service code 33 · EIN 13-2655998 | Securities brokerage commissions and ... | $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.
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 | $120,125 | $55,449+116.6% | $83,848+43.3% | $56,287+113.4% |
| Participation rate | 94.1% | 68.0%+26.1pp | 76.1%+18.0pp | 69.9%+24.3pp |
| Annual return | -7.65% | -1.38%-6.3pp | 850.88%-858.5pp | -9.96%+2.3pp |
| Employer contribution / active EE | $1,097 | $2,430-54.8% | $3,631-69.8% | $2,111-48.0% |
| Participant deferral / active EE | $9,543 | $2,935+225.1% | $4,082+133.8% | $3,350+184.9% |
| Admin fee / account holder | $14 | $656-97.9% | $5,478-99.8% | $521-97.4% |