Filed August 6, 2015
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 | $173,264 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $70,000 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,350 | $51,288+204.8% | $81,983+90.7% | $73,409+113.0% |
| Participation rate | 94.7% | 64.0%+30.7pp | 69.2%+25.4pp | 72.2%+22.5pp |
| Annual return | 14.39% | 29.48%-15.1pp | 41.31%-26.9pp | 59.29%-44.9pp |
| Employer contribution / active EE | $2,806 | $1,487+88.7% | $2,498+12.3% | $2,234+25.6% |
| Participant deferral / active EE | $8,582 | $2,715+216.0% | $3,722+130.6% | $3,805+125.5% |
| Admin fee / account holder | $288 | $125+129.7% | $5,664-94.9% | $158+82.3% |