Filed February 3, 2020 (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 4-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 | $4,608 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,818 | $37,117-6.2% | $147,614-76.4% | $55,191-36.9% |
| Participation rate | 92.6% | 63.6%+29.0pp | 84.6%+8.0pp | 69.2%+23.5pp |
| Annual return | 0.07% | 3.44%-3.4pp | 61.98%-61.9pp | 10.78%-10.7pp |
| Employer contribution / active EE | $2,831 | $1,620+74.7% | $5,564-49.1% | $1,899+49.1% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $5 | $86-93.7% | $11,611-100.0% | $91-94.1% |