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: PRUDENTIAL INSURANCE COMPANY OF AME Service code 13 · EIN 22-1211670 | Contract Administrator | $6,948 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $0 |
SIGMA FINANCIAL CORPORATION6+ years Service code 33 · EIN 38-2472555 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,495 | $91,517+55.7% | $101,248+40.7% | $73,409+94.1% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 16.74% | 17.17%-0.4pp | 46.47%-29.7pp | 59.29%-42.6pp |
| Employer contribution / active EE | $11,945 | $2,877+315.2% | $3,660+226.4% | $2,234+434.8% |
| Participant deferral / active EE | $6,734 | $3,338+101.7% | $4,370+54.1% | $3,805+77.0% |
| Admin fee / account holder | $15 | $216-93.0% | $5,945-99.7% | $158-90.5% |