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 | $150,211 |
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 | $121,018 | $48,406+150.0% | $104,607+15.7% | $90,288+34.0% |
| Participation rate | 100.0% | 64.3%+35.7pp | 74.1%+25.9pp | 73.4%+26.6pp |
| Annual return | 15.44% | 18.72%-3.3pp | 340.46%-325.0pp | 53.97%-38.5pp |
| Employer contribution / active EE | $3,208 | $1,115+187.9% | $2,681+19.7% | $2,524+27.1% |
| Participant deferral / active EE | $4,814 | $2,436+97.6% | $3,740+28.7% | $4,232+13.8% |
| Admin fee / account holder | $60 | $76-21.0% | $6,473-99.1% | $114-47.4% |