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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $15,003 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $75,156 | $58,083+29.4% | $80,019-6.1% | $56,287+33.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.9%+30.1pp |
| Annual return | -3.52% | 34.61%-38.1pp | 11.22%-14.7pp | -9.96%+6.4pp |
| Employer contribution / active EE | $2,472 | $1,932+27.9% | $2,468+0.1% | $2,111+17.1% |
| Participant deferral / active EE | $5,003 | $3,135+59.6% | $3,686+35.7% | $3,350+49.3% |
| Admin fee / account holder | $66 | $623-89.5% | $6,521-99.0% | $521-87.4% |