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 | $59,498 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME 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 | $87,194 | $85,135+2.4% | $98,907-11.8% | $73,409+18.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 76.0%+24.0pp | 72.2%+27.8pp |
| Annual return | 12.46% | 19.14%-6.7pp | 196.43%-184.0pp | 59.29%-46.8pp |
| Employer contribution / active EE | $2,677 | $2,721-1.6% | $2,689-0.4% | $2,234+19.9% |
| Participant deferral / active EE | $5,141 | $4,349+18.2% | $4,244+21.1% | $3,805+35.1% |
| Admin fee / account holder | $187 | $139+34.5% | $6,642-97.2% | $158+18.6% |