Filed December 29, 2016
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 | $2,583 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $75,712 | $41,854+80.9% | $73,843+2.5% | $52,331+44.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 73.4%+26.6pp | 68.1%+31.9pp |
| Annual return | 27.63% | 2.11%+25.5pp | 2267.84%-2240.2pp | 4.54%+23.1pp |
| Employer contribution / active EE | $1,471 | $1,920-23.4% | $2,787-47.2% | $1,882-21.8% |
| Participant deferral / active EE | $3,386 | $2,498+35.5% | $3,583-5.5% | $3,022+12.0% |
| Admin fee / account holder | $20 | $493-96.0% | $4,880-99.6% | $592-96.6% |