Filed November 2, 2020
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $54,793 |
MORGAN STANLEY SMITH BARNEY4+ years Service code 33 · EIN 13-2655998 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
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 | $30,448 | $78,852-61.4% | $76,768-60.3% | $75,289-59.6% |
| Participation rate | 56.5% | 85.0%-28.5pp | 77.0%-20.4pp | 72.4%-15.9pp |
| Annual return | -5.63% | -1.29%-4.3pp | 2.43%-8.1pp | -0.04%-5.6pp |
| Employer contribution / active EE | $1,174 | $2,794-58.0% | $2,485-52.7% | $2,405-51.2% |
| Participant deferral / active EE | $2,470 | $4,800-48.5% | $3,852-35.9% | $3,739-33.9% |
| Admin fee / account holder | $29 | $79-63.0% | $6,675-99.6% | $102-71.4% |