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 |
|---|---|---|
Filed as: THE PRUDENTIAL INS CO OF AMERICA Service code 13 · EIN 22-1211670 | Contract Administrator | $11,502 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN, EDWARDS & COMPANY, L.L.P. Service code 10 · EIN 54-0504608 | Accounting | $5,555 |
PRUCO SECURITIES, LLC3+ years Filed as: PRUCO SECURITIES CORPORATION Service code 71 · EIN 22-1921421 | Brokerage Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $73,418 | $71,666+2.4% | $117,854-37.7% | $69,631+5.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 79.7%+20.3pp | 70.7%+29.3pp |
| Annual return | 12.50% | 18.86%-6.4pp | 335.08%-322.6pp | 27571.02%-27558.5pp |
| Employer contribution / active EE | $202 | $1,889-89.3% | $3,786-94.7% | $2,032-90.1% |
| Participant deferral / active EE | $3,256 | $3,340-2.5% | $4,482-27.3% | $3,224+1.0% |
| Admin fee / account holder | $28 | $120-76.5% | $8,020-99.6% | $110-74.4% |