Filed August 19, 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 15 · EIN 22-1211670 | Recordkeeping | $8,610 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $0 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 33 · EIN 34-1542819 | Securities brokerage; Securities brok... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $85,669 | $174,380-50.9% | $108,579-21.1% | - |
| Participation rate | 100.0% | 70.3%+29.7pp | 79.6%+20.4pp | - |
| Annual return | 6.52% | 1.91%+4.6pp | -51.70%+58.2pp | - |
| Employer contribution / active EE | $1,059 | $1,536-31.0% | $3,758-71.8% | - |
| Participant deferral / active EE | $6,203 | $2,685+131.0% | $4,311+43.9% | - |
| Admin fee / account holder | $30 | $13,800-99.8% | $7,645-99.6% | - |