Filed October 8, 2018 (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 |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $22,656 |
Service code 15 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,328 | $111,491-38.7% | $189,513-63.9% | $86,799-21.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.8%+12.2pp | 72.3%+27.7pp |
| Annual return | 15.13% | 83.50%-68.4pp | 555.15%-540.0pp | 97.91%-82.8pp |
| Employer contribution / active EE | $2,736 | $3,951-30.8% | $6,162-55.6% | $2,405+13.7% |
| Participant deferral / active EE | $5,476 | $6,437-14.9% | $8,221-33.4% | $4,131+32.6% |
| Admin fee / account holder | $39 | $189-79.4% | $12,045-99.7% | $170-77.0% |