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 | $29,940 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | 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 | $60,222 | $73,404-18.0% | $87,100-30.9% | $67,579-10.9% |
| Participation rate | 91.7% | 80.9%+10.8pp | 76.9%+14.8pp | 71.3%+20.4pp |
| Annual return | 16.46% | 48.29%-31.8pp | 28.19%-11.7pp | 378.56%-362.1pp |
| Employer contribution / active EE | $1,558 | $2,014-22.6% | $2,521-38.2% | $2,148-27.5% |
| Participant deferral / active EE | $3,533 | $3,913-9.7% | $4,049-12.7% | $3,539-0.2% |
| Admin fee / account holder | $68 | $142-51.8% | $7,497-99.1% | $142-52.1% |