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: PRUDNTIA RETIREMET INURANCE AND Service code 13 · EIN 06-1050034 | Contract Administrator | $178,500 |
Service code 27 · EIN 33-0818667 | Advisory (Plan) | $25,000 |
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 | $37,784 | $51,288-26.3% | $81,983-53.9% | $73,409-48.5% |
| Participation rate | 91.6% | 64.0%+27.6pp | 69.2%+22.3pp | 72.2%+19.4pp |
| Annual return | 12.55% | 29.48%-16.9pp | 41.31%-28.8pp | 59.29%-46.7pp |
| Employer contribution / active EE | $1,125 | $1,487-24.4% | $2,498-55.0% | $2,234-49.6% |
| Participant deferral / active EE | $3,290 | $2,715+21.2% | $3,722-11.6% | $3,805-13.5% |
| Admin fee / account holder | $209 | $125+66.6% | $5,664-96.3% | $158+32.3% |