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 INS. CO OF AMERICA Service code 10 · EIN 22-1211670 | Accounting | $89,089 |
Filed as: FIDUCIARY PLAN ADVISORS Service code 26 · EIN 36-4500709 | Advisory (Participants) | $53,416 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 63 | 12b-1 Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,775 | $85,135-42.7% | $98,907-50.7% | $73,409-33.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 76.0%+24.0pp | 72.2%+27.8pp |
| Annual return | 25.91% | 19.14%+6.8pp | 196.43%-170.5pp | 59.29%-33.4pp |
| Employer contribution / active EE | $1,949 | $2,721-28.4% | $2,689-27.5% | $2,234-12.8% |
| Participant deferral / active EE | $3,163 | $4,349-27.3% | $4,244-25.5% | $3,805-16.9% |
| Admin fee / account holder | $127 | $139-8.9% | $6,642-98.1% | $158-19.6% |