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 COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $950 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 33 · EIN 34-1542819 | Securities brokerage commissions and ... | $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 | $47,242 | $43,999+7.4% | $79,464-40.5% | $55,725-15.2% |
| Participation rate | 99.3% | 66.9%+32.4pp | 73.3%+26.0pp | 70.9%+28.5pp |
| Annual return | -4.27% | 1.81%-6.1pp | 718.14%-722.4pp | 244.93%-249.2pp |
| Employer contribution / active EE | $1,174 | $1,830-35.8% | $2,800-58.1% | $2,078-43.5% |
| Participant deferral / active EE | $4,673 | $2,538+84.1% | $3,704+26.2% | $3,356+39.3% |
| Admin fee / account holder | $2 | $118-98.2% | $5,113-100.0% | $115-98.1% |