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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $46,142 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $13,667 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,748 | $72,254-2.1% | $86,677-18.4% | $64,808+9.2% |
| Participation rate | 55.6% | 80.4%-24.8pp | 76.6%-21.0pp | 71.5%-15.9pp |
| Annual return | -19.50% | 392.42%-411.9pp | 35.91%-55.4pp | 32.82%-52.3pp |
| Employer contribution / active EE | $1,189 | $2,393-50.3% | $2,836-58.1% | $2,506-52.5% |
| Participant deferral / active EE | $3,524 | $4,658-24.3% | $4,656-24.3% | $4,310-18.2% |
| Admin fee / account holder | $135 | $174-22.5% | $7,493-98.2% | $188-28.3% |