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 | $33,293 |
Filed as: THE PRUDENTIAL INS CO OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,552 | $45,959+116.6% | $91,220+9.1% | $77,904+27.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 73.2%+26.8pp | 73.7%+26.3pp |
| Annual return | -14.44% | -5.32%-9.1pp | 114.01%-128.4pp | 12.21%-26.6pp |
| Employer contribution / active EE | $1,818 | $1,451+25.3% | $2,850-36.2% | $2,848-36.2% |
| Participant deferral / active EE | $6,295 | $3,283+91.8% | $4,234+48.7% | $4,806+31.0% |
| Admin fee / account holder | $11 | $99-88.4% | $5,420-99.8% | $133-91.4% |