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 13 · EIN 22-1211670 | Contract Administrator | $23,770 |
Service code 15 | Recordkeeping | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 33 · EIN 34-1542819 | 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 | $75,875 | $62,267+21.9% | $110,238-31.2% | $55,725+36.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 79.8%+20.2pp | 70.9%+29.1pp |
| Annual return | -5.49% | -1.07%-4.4pp | 314.74%-320.2pp | 244.93%-250.4pp |
| Employer contribution / active EE | $1,145 | $1,941-41.0% | $3,826-70.1% | $2,078-44.9% |
| Participant deferral / active EE | $6,530 | $3,516+85.7% | $4,672+39.8% | $3,356+94.6% |
| Admin fee / account holder | $57 | $121-52.6% | $8,547-99.3% | $115-50.2% |