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 | $4,615 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
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 | $167,304 | $100,801+66.0% | $149,696+11.8% | $73,409+127.9% |
| Participation rate | 98.0% | 77.7%+20.3pp | 82.5%+15.5pp | 72.2%+25.8pp |
| Annual return | 18.99% | 265.34%-246.3pp | 276.60%-257.6pp | 59.29%-40.3pp |
| Employer contribution / active EE | $4,226 | $3,312+27.6% | $4,644-9.0% | $2,234+89.2% |
| Participant deferral / active EE | $10,482 | $6,404+63.7% | $6,842+53.2% | $3,805+175.4% |
| Admin fee / account holder | -$6 | $181-103.2% | $9,309-100.1% | $158-103.7% |