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 |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $24,765 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $4,230 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $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 | $84,646 | $51,620+64.0% | $90,281-6.2% | $65,185+29.9% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | 18.47% | 24.94%-6.5pp | 78.10%-59.6pp | 29.38%-10.9pp |
| Employer contribution / active EE | $1,509 | $2,235-32.5% | $2,854-47.1% | $2,177-30.7% |
| Participant deferral / active EE | $3,382 | $2,871+17.8% | $3,885-12.9% | $3,514-3.7% |
| Admin fee / account holder | $189 | $384-50.8% | $5,351-96.5% | $847-77.7% |