Filed April 23, 2021 (most recent of 6 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 RET. INS. & ANNUITY CO. Service code 37 · EIN 06-1050034 | Loan Processing | $42,327 |
Filed as: FIDELITY INV. INST. OP. CO. INC. Service code 50 · EIN 04-2647786 | Direct Payment | $1,062 |
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 | $63,010 | $67,512-6.7% | $185,823-66.1% | $93,030-32.3% |
| Participation rate | 60.8% | 67.1%-6.4pp | 81.7%-20.9pp | 73.9%-13.1pp |
| Annual return | 17.13% | 21.04%-3.9pp | 122.05%-104.9pp | 158.70%-141.6pp |
| Employer contribution / active EE | $596 | $1,783-66.6% | $5,167-88.5% | $2,706-78.0% |
| Participant deferral / active EE | $2,476 | $3,035-18.4% | $5,568-55.5% | $4,562-45.7% |
| Admin fee / account holder | $28 | $318-91.2% | $16,237-99.8% | $152-81.5% |