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 | $34,072 |
CAPSOUTH PARTNERS2+ years Service code 27 · EIN 01-0647966 | Advisory (Plan) | $22,693 |
Service code 15 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $7,669 | $168,231-95.4% | $67,834-88.7% | $63,975-88.0% |
| Participation rate | 89.0% | 66.8%+22.2pp | 68.8%+20.2pp | 71.1%+17.9pp |
| Annual return | 6.62% | 11.76%-5.1pp | 138.47%-131.9pp | 48.65%-42.0pp |
| Employer contribution / active EE | $3 | $1,907-99.8% | $2,403-99.9% | $2,182-99.9% |
| Participant deferral / active EE | $1,245 | $2,827-56.0% | $3,160-60.6% | $3,356-62.9% |
| Admin fee / account holder | $23 | $81-71.6% | $4,622-99.5% | $70-67.6% |