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 9-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 | $42,055 |
Service code 27 · EIN 33-0818667 | Advisory (Plan) | $25,423 |
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 | $57,847 | $78,419-26.2% | $133,956-56.8% | $73,409-21.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 79.8%+20.2pp | 72.2%+27.8pp |
| Annual return | 38.61% | 33.35%+5.3pp | 45.09%-6.5pp | 59.29%-20.7pp |
| Employer contribution / active EE | $3,068 | $2,044+50.1% | $3,919-21.7% | $2,234+37.4% |
| Participant deferral / active EE | $9,494 | $3,925+141.9% | $5,048+88.1% | $3,805+149.5% |
| Admin fee / account holder | $166 | $161+2.6% | $8,927-98.1% | $158+4.9% |