Filed July 22, 2020
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 10-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 | $21,028 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $14,203 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,927 | $23,734-20.3% | $69,182-72.6% | $65,292-71.0% |
| Participation rate | 8.8% | 33.1%-24.3pp | 55.1%-46.3pp | 72.4%-63.6pp |
| Annual return | 6.58% | 19.78%-13.2pp | -21.93%+28.5pp | 11.84%-5.3pp |
| Employer contribution / active EE | $71 | $294-76.0% | $1,206-94.2% | $2,302-96.9% |
| Participant deferral / active EE | $206 | $695-70.4% | $1,897-89.2% | $3,579-94.3% |
| Admin fee / account holder | $62 | $58+5.8% | $2,697-97.7% | $57+7.8% |