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 9-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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $40,315 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $106,649 | $99,957+6.7% | $149,696-28.8% | $73,488+45.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 24.22% | 53.87%-29.6pp | 276.60%-252.4pp | 28.51%-4.3pp |
| Employer contribution / active EE | $3,850 | $3,191+20.6% | $4,644-17.1% | $2,270+69.6% |
| Participant deferral / active EE | $11,792 | $6,073+94.2% | $6,842+72.4% | $3,740+215.3% |
| Admin fee / account holder | $177 | $551-67.9% | $9,309-98.1% | $513-65.6% |