Filed November 5, 2018 (most recent of 3 filings on file)
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 |
|---|---|---|
TIAA4+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $23,480 |
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $2,317 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 37 · EIN 22-1211670 | Loan Processing | $1,488 |
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 | $114,065 | $46,969+142.9% | $154,107-26.0% | $73,367+55.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 83.0%+17.0pp | 69.5%+30.5pp |
| Annual return | -2.64% | 821.68%-824.3pp | 735.12%-737.8pp | 173.45%-176.1pp |
| Employer contribution / active EE | $3,585 | $1,723+108.0% | $5,298-32.3% | $2,499+43.5% |
| Participant deferral / active EE | $6,693 | $3,162+111.6% | $5,081+31.7% | $4,033+66.0% |
| Admin fee / account holder | $2 | $47-96.8% | $13,411-100.0% | $68-97.8% |