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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $19,301 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,910 | $36,939-32.6% | $80,716-69.1% | $93,030-73.2% |
| Participation rate | 28.9% | 32.6%-3.6pp | 54.2%-25.2pp | 73.9%-45.0pp |
| Annual return | 14.76% | 17.55%-2.8pp | 87.28%-72.5pp | 158.70%-143.9pp |
| Employer contribution / active EE | $160 | $455-64.8% | $1,160-86.2% | $2,706-94.1% |
| Participant deferral / active EE | $940 | $1,044-10.0% | $2,146-56.2% | $4,562-79.4% |
| Admin fee / account holder | $25 | $162-84.2% | $3,380-99.2% | $152-83.2% |