Filed September 18, 2020 (most recent of 2 filings on file)
Total covered: 47 employees
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 |
|---|---|---|
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $14,200 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 10 · EIN 22-1211670 | Accounting | $12,053 |
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 | $29,960 | $44,425-32.6% | $67,834-55.8% | $55,167-45.7% |
| Participation rate | 100.0% | 59.7%+40.3pp | 68.8%+31.2pp | 69.0%+31.0pp |
| Annual return | 6.70% | 17.80%-11.1pp | 138.47%-131.8pp | 169.23%-162.5pp |
| Employer contribution / active EE | $772 | $1,351-42.9% | $2,403-67.9% | $1,963-60.7% |
| Participant deferral / active EE | $3,361 | $2,166+55.2% | $3,160+6.4% | $3,054+10.0% |
| Admin fee / account holder | $70 | $530-86.9% | $4,622-98.5% | $504-86.2% |