Filed November 20, 2023 (most recent of 3 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: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $120,332 |
MMCSC BOSTONIAN GROUP DIVISION1+ years Service code 16 · EIN 06-1685865 | Consulting | $30,000 |
KPMG LLP1+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $17,500 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $1,218 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $76,756 | $80,177-4.3% | $123,892-38.0% | $57,658+33.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 81.4%+18.6pp | 70.2%+29.8pp |
| Annual return | 1.62% | 17.90%-16.3pp | 47.52%-45.9pp | 5.13%-3.5pp |
| Employer contribution / active EE | $3,926 | $2,913+34.8% | $4,617-15.0% | $1,974+98.9% |
| Participant deferral / active EE | $4,981 | $5,130-2.9% | $5,984-16.8% | $3,061+62.8% |
| Admin fee / account holder | $242 | $106+128.1% | $8,357-97.1% | $95+156.5% |