Filed January 11, 2025 (most recent of 2 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 |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $31,666 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $630 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
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 | $128,430 | $79,519+61.5% | $95,952+33.8% | $73,409+75.0% |
| Participation rate | 99.7% | 81.2%+18.5pp | 77.1%+22.7pp | 72.2%+27.6pp |
| Annual return | 19.08% | 19.20%-0.1pp | 91.61%-72.5pp | 59.29%-40.2pp |
| Employer contribution / active EE | $2,640 | $2,048+28.9% | $2,541+3.9% | $2,234+18.2% |
| Participant deferral / active EE | $8,978 | $4,138+116.9% | $4,167+115.5% | $3,805+135.9% |
| Admin fee / account holder | $71 | $184-61.4% | $6,795-99.0% | $158-55.0% |