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 | $23,964 |
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 | $113,608 | $52,090+118.1% | $95,745+18.7% | $80,160+41.7% |
| Participation rate | 86.3% | 67.0%+19.2pp | 72.3%+14.0pp | 72.9%+13.3pp |
| Annual return | 17.20% | 23.29%-6.1pp | 28.35%-11.2pp | 40.38%-23.2pp |
| Employer contribution / active EE | $4,023 | $1,548+159.8% | $2,835+41.9% | $2,978+35.1% |
| Participant deferral / active EE | $6,120 | $3,266+87.4% | $4,245+44.2% | $5,017+22.0% |
| Admin fee / account holder | $10 | $96-90.1% | $5,678-99.8% | $145-93.4% |