See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE CO OF AM Service code 15 · EIN 22-1211670 | Recordkeeping | $51,071 |
PRUCO SECURITIES, LLC2+ years Filed as: PRUCO SECURITIES CORPORATION Service code 22 · EIN 22-1921421 | Insurance Broker | $9,326 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY 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 | $15,787 | $36,916-57.2% | $156,549-89.9% | $57,658-72.6% |
| Participation rate | 100.0% | 63.4%+36.6pp | 84.0%+16.0pp | 70.2%+29.8pp |
| Annual return | 6.30% | 12.38%-6.1pp | 32.23%-25.9pp | 5.13%+1.2pp |
| Employer contribution / active EE | $1,505 | $1,571-4.1% | $5,501-72.6% | $1,974-23.7% |
| Participant deferral / active EE | $2,464 | $1,926+28.0% | $4,871-49.4% | $3,061-19.5% |
| Admin fee / account holder | $18 | $82-78.1% | $13,027-99.9% | $95-80.9% |