Filed November 4, 2025 (most recent of 3 filings on file)
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 |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $51,442 |
RBC WEALTH MANAGEMENT2 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $18,645 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $86,319 | $185,342-53.4% | $111,297-22.4% | $86,799-0.6% |
| Participation rate | 67.2% | 81.0%-13.7pp | 77.3%-10.1pp | 72.3%-5.1pp |
| Annual return | 12.20% | 500.80%-488.6pp | 54.65%-42.4pp | 97.91%-85.7pp |
| Employer contribution / active EE | $1,256 | $2,246-44.1% | $2,731-54.0% | $2,405-47.8% |
| Participant deferral / active EE | $3,643 | $4,458-18.3% | $4,487-18.8% | $4,131-11.8% |
| Admin fee / account holder | $177 | $255-30.6% | $7,964-97.8% | $170+4.6% |