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 |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INSURANCE AN Service code 13 · EIN 06-1050034 | Contract Administrator | $67,846 |
Service code 37 · EIN 04-2647786 | Loan Processing | $41,913 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $35,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $62,375 | $66,601-6.3% | $92,893-32.9% | $67,579-7.7% |
| Participation rate | 91.8% | 72.5%+19.3pp | 76.0%+15.8pp | 71.3%+20.5pp |
| Annual return | 26.94% | 92.58%-65.6pp | 109.41%-82.5pp | 378.56%-351.6pp |
| Employer contribution / active EE | $2,309 | $2,775-16.8% | $3,653-36.8% | $2,148+7.5% |
| Participant deferral / active EE | $7,710 | $3,157+144.3% | $4,236+82.0% | $3,539+117.8% |
| Admin fee / account holder | $210 | $199+5.7% | $5,794-96.4% | $142+47.7% |