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 | $16,044 |
Filed as: THE 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 | $106,111 | $48,116+120.5% | $99,443+6.7% | $77,787+36.4% |
| Participation rate | 100.0% | 60.0%+40.0pp | 73.8%+26.2pp | 73.2%+26.8pp |
| Annual return | 41.81% | 23.23%+18.6pp | 30.72%+11.1pp | 32.57%+9.2pp |
| Employer contribution / active EE | $3,362 | $1,057+218.1% | $2,540+32.4% | $2,504+34.2% |
| Participant deferral / active EE | $5,355 | $2,238+139.3% | $3,619+48.0% | $3,967+35.0% |
| Admin fee / account holder | $7 | $87-92.4% | $6,250-99.9% | $100-93.4% |