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 13 · EIN 06-1050034 | Contract Administrator | $276,227 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $11,527 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT, Service code 27 · EIN 36-3297908 | Advisory (Plan) | $10,049 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $5,414 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $117,845 | $95,776+23.0% | $162,163-27.3% | $77,787+51.5% |
| Participation rate | 100.0% | 88.6%+11.4pp | 87.6%+12.4pp | 73.2%+26.8pp |
| Annual return | 20.69% | 37.03%-16.3pp | 115.59%-94.9pp | 32.57%-11.9pp |
| Employer contribution / active EE | $5,144 | $3,874+32.8% | $5,614-8.4% | $2,504+105.4% |
| Participant deferral / active EE | $7,912 | $6,125+29.2% | $7,298+8.4% | $3,967+99.4% |
| Admin fee / account holder | $52 | $88-41.0% | $10,843-99.5% | $100-48.3% |