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 | $7,418 |
PRUCO SECURITIES, LLC4+ years Filed as: PRUCO SECURITIES CORPORATION Service code 33 · EIN 22-1921421 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,117 | $62,267-25.9% | $110,238-58.2% | $55,725-17.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 79.8%+20.2pp | 70.9%+29.1pp |
| Annual return | -7.42% | -1.07%-6.4pp | 314.74%-322.2pp | 244.93%-252.3pp |
| Employer contribution / active EE | $2,526 | $1,941+30.1% | $3,826-34.0% | $2,078+21.5% |
| Participant deferral / active EE | $5,892 | $3,516+67.6% | $4,672+26.1% | $3,356+75.6% |
| Admin fee / account holder | $7 | $121-93.8% | $8,547-99.9% | $115-93.5% |