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 15 · EIN 06-1050034 | Recordkeeping | $42,301 |
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 | $60,590 | $50,127+20.9% | $149,673-59.5% | $80,160-24.4% |
| Participation rate | 42.3% | 64.3%-22.0pp | 78.8%-36.4pp | 72.9%-30.6pp |
| Annual return | 19.43% | 29.82%-10.4pp | 134.42%-115.0pp | 40.38%-21.0pp |
| Employer contribution / active EE | $730 | $1,865-60.8% | $4,818-84.8% | $2,978-75.5% |
| Participant deferral / active EE | $2,618 | $3,194-18.0% | $5,680-53.9% | $5,017-47.8% |
| Admin fee / account holder | $28 | $153-81.5% | $13,210-99.8% | $145-80.5% |