Filed November 17, 2017 (most recent of 4 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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $1,900 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $504 |
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 | $203,208 | $68,413+197.0% | $123,104+65.1% | $55,191+268.2% |
| Participation rate | 98.2% | 84.5%+13.7pp | 86.8%+11.5pp | 69.2%+29.1pp |
| Annual return | 1.08% | 6.30%-5.2pp | 13.22%-12.1pp | 10.78%-9.7pp |
| Employer contribution / active EE | $3,126 | $3,050+2.5% | $5,151-39.3% | $1,899+64.6% |
| Participant deferral / active EE | $7,543 | $4,490+68.0% | $6,230+21.1% | $3,046+147.6% |
| Admin fee / account holder | $8 | $88-90.4% | $9,015-99.9% | $91-90.7% |