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: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $6,250 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $0 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES INC. IS BILL Service code 33 · EIN 13-2638166 | Securities brokerage; Securities brok... | $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 | $153,929 | $58,083+165.0% | $80,019+92.4% | $56,287+173.5% |
| Participation rate | 93.0% | 73.6%+19.4pp | 75.8%+17.2pp | 69.9%+23.1pp |
| Annual return | -6.15% | 34.61%-40.8pp | 11.22%-17.4pp | -9.96%+3.8pp |
| Employer contribution / active EE | $7,700 | $1,932+298.6% | $2,468+212.0% | $2,111+264.8% |
| Participant deferral / active EE | $5,574 | $3,135+77.8% | $3,686+51.2% | $3,350+66.4% |
| Admin fee / account holder | $47 | $623-92.5% | $6,521-99.3% | $521-91.0% |