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 |
|---|---|---|
PRUCO SECURITIES, LLC1+ years Service code 26 | Advisory (Participants) | $36,968 |
NATIONWIDE2+ years Filed as: NATIONWIDE TRUST COMPANY Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $36,450 |
Filed as: PRUCO SECURITES, LLC Service code 26 213 WASHINGTON ST, 17TH FLOOR · NEWARK, NJ 07102 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,013 | $80,177-36.4% | $123,892-58.8% | $57,658-11.5% |
| Participation rate | 46.6% | 74.4%-27.8pp | 81.4%-34.8pp | 70.2%-23.6pp |
| Annual return | 9.69% | 17.90%-8.2pp | 47.52%-37.8pp | 5.13%+4.6pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,189 | $5,130-57.3% | $5,984-63.4% | $3,061-28.5% |
| Admin fee / account holder | $0 | $106-100.0% | $8,357-100.0% | $95-100.0% |