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 | $208,893 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $2,415 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $307,300 | $111,608+175.3% | $177,821+72.8% | $73,409+318.6% |
| Participation rate | 97.6% | 87.9%+9.7pp | 87.7%+9.8pp | 72.2%+25.4pp |
| Annual return | 16.02% | 18.23%-2.2pp | 48.32%-32.3pp | 59.29%-43.3pp |
| Employer contribution / active EE | $3,568 | $3,796-6.0% | $5,918-39.7% | $2,234+59.7% |
| Participant deferral / active EE | $9,129 | $6,199+47.3% | $7,714+18.3% | $3,805+139.9% |
| Admin fee / account holder | $428 | $166+158.5% | $12,427-96.6% | $158+171.1% |