Filed February 14, 2022 (most recent of 2 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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $8,068 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | 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 | $42,345 | $80,005-47.1% | $140,016-69.8% | $55,725-24.0% |
| Participation rate | 99.1% | 87.0%+12.1pp | 87.5%+11.6pp | 70.9%+28.2pp |
| Annual return | -2.63% | 0.46%-3.1pp | 651.12%-653.7pp | 244.93%-247.6pp |
| Employer contribution / active EE | $1,319 | $3,403-61.2% | $5,606-76.5% | $2,078-36.5% |
| Participant deferral / active EE | $5,287 | $5,264+0.4% | $6,927-23.7% | $3,356+57.6% |
| Admin fee / account holder | $21 | $116-81.5% | $10,705-99.8% | $115-81.4% |