Filed October 7, 2024 (most recent of 3 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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $33,256 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $838 |
PRIAC1 year Service code 15 · EIN 06-1050034 | Recordkeeping | $469 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 · EIN 22-1211670 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $97,637 | $43,113+126.5% | $82,719+18.0% | $77,904+25.3% |
| Participation rate | 95.0% | 63.8%+31.2pp | 72.6%+22.5pp | 73.7%+21.4pp |
| Annual return | -16.59% | 2.60%-19.2pp | 701.18%-717.8pp | 12.21%-28.8pp |
| Employer contribution / active EE | $6 | $1,924-99.7% | $3,009-99.8% | $2,848-99.8% |
| Participant deferral / active EE | $14,792 | $3,057+383.9% | $4,395+236.6% | $4,806+207.8% |
| Admin fee / account holder | $16 | $102-84.7% | $5,329-99.7% | $133-88.2% |