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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 |
|---|---|---|
Service code 15 · EIN 06-1050034 | Recordkeeping | $10,004 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,128 | $39,458-0.8% | $60,547-35.4% | $55,191-29.1% |
| Participation rate | 100.0% | 59.6%+40.4pp | 68.0%+32.0pp | 69.2%+30.8pp |
| Annual return | -1.97% | 3.35%-5.3pp | 335.64%-337.6pp | 10.78%-12.7pp |
| Employer contribution / active EE | $2,716 | $1,210+124.5% | $2,419+12.3% | $1,899+43.0% |
| Participant deferral / active EE | $2,804 | $2,140+31.0% | $3,328-15.8% | $3,046-8.0% |
| Admin fee / account holder | $29 | $95-69.1% | $4,536-99.4% | $91-67.7% |