Filed November 6, 2024 (most recent of 4 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RTMT INS AND ANNUITY CO Service code 15 · EIN 06-1050034 | Recordkeeping | $13,613 |
Filed as: PRUDENTIAL INS CO OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $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 | $80,661 | $35,366+128.1% | $90,645-11.0% | $75,289+7.1% |
| Participation rate | 100.0% | 57.3%+42.7pp | 74.0%+26.0pp | 72.4%+27.6pp |
| Annual return | -4.29% | -2.19%-2.1pp | 1.88%-6.2pp | -0.04%-4.3pp |
| Employer contribution / active EE | $3,818 | $916+316.8% | $2,532+50.8% | $2,405+58.7% |
| Participant deferral / active EE | $5,351 | $1,998+167.8% | $3,425+56.3% | $3,739+43.1% |
| Admin fee / account holder | $6 | $59-89.4% | $4,994-99.9% | $102-93.9% |