Filed November 17, 2017 (most recent of 4 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $204,716 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $1,995 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $314,866 | $111,491+182.4% | $189,513+66.1% | $86,799+262.8% |
| Participation rate | 94.9% | 87.3%+7.6pp | 87.8%+7.1pp | 72.3%+22.6pp |
| Annual return | 7.95% | 83.50%-75.5pp | 555.15%-547.2pp | 97.91%-90.0pp |
| Employer contribution / active EE | $3,598 | $3,951-8.9% | $6,162-41.6% | $2,405+49.6% |
| Participant deferral / active EE | $9,153 | $6,437+42.2% | $8,221+11.3% | $4,131+121.6% |
| Admin fee / account holder | $405 | $189+114.5% | $12,045-96.6% | $170+138.7% |