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 3-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 | $2,917,335 |
Filed as: PRUDENTIAL BANK AND TRUST Service code 28 · EIN 58-1861313 | Investment Management | $2,678,831 |
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $2,004,708 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,350 | $118,441+5.8% | $151,611-17.3% | $89,394+40.2% |
| Participation rate | 97.3% | 88.0%+9.4pp | 87.5%+9.8pp | 71.3%+26.0pp |
| Annual return | -10.95% | -9.10%-1.8pp | 3.33%-14.3pp | -11.89%+0.9pp |
| Employer contribution / active EE | $4,041 | $4,770-15.3% | $6,166-34.5% | $3,022+33.7% |
| Participant deferral / active EE | $7,364 | $7,648-3.7% | $8,363-12.0% | $5,123+43.7% |
| Admin fee / account holder | $30 | $90-67.1% | $11,616-99.7% | $79-62.8% |