Filed December 24, 2019
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 | $103,518 |
Service code 10 · EIN 31-0150524 | Accounting | $33,315 |
PALMIERI & EISENBERG1 year Service code 27 · EIN 22-3243326 | Advisory (Plan) | $21,478 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,754 | $46,292+26.9% | $143,757-59.1% | $64,808-9.3% |
| Participation rate | 95.2% | 64.2%+31.0pp | 80.3%+14.9pp | 71.5%+23.8pp |
| Annual return | -14.04% | -10.05%-4.0pp | -0.04%-14.0pp | 32.82%-46.9pp |
| Employer contribution / active EE | $1,506 | $1,910-21.2% | $4,951-69.6% | $2,506-39.9% |
| Participant deferral / active EE | $5,074 | $2,646+91.8% | $5,637-10.0% | $4,310+17.7% |
| Admin fee / account holder | $143 | $154-7.3% | $14,673-99.0% | $188-24.1% |