Filed April 23, 2021 (most recent of 6 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RET. INS. & ANNUITY CO. Service code 15 · EIN 06-1050034 | Recordkeeping | $1,378,237 |
Filed as: PRUDENTIAL INV. MGMT. SERVICES LLC Service code 50 · EIN 13-4122960 | Direct Payment | $28,317 |
ALPHA CAPITAL ADVISORS INC. DBA EFS1 year Service code 27 · EIN 01-0511877 | Advisory (Plan) | $7,487 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,414 | $83,057+4.0% | $143,757-39.9% | $89,394-3.3% |
| Participation rate | 64.0% | 74.0%-10.0pp | 80.3%-16.3pp | 71.3%-7.3pp |
| Annual return | -16.87% | -13.97%-2.9pp | -0.04%-16.8pp | -11.89%-5.0pp |
| Employer contribution / active EE | $1,675 | $2,095-20.0% | $4,951-66.2% | $3,022-44.6% |
| Participant deferral / active EE | $5,788 | $4,281+35.2% | $5,637+2.7% | $5,123+13.0% |
| Admin fee / account holder | $49 | $83-40.8% | $14,673-99.7% | $79-38.1% |