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 | $45,191 |
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.
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 | $84,314 | $99,078-14.9% | $96,544-12.7% | $74,419+13.3% |
| Participation rate | 58.5% | 80.7%-22.1pp | 76.0%-17.4pp | 70.7%-12.2pp |
| Annual return | 14.97% | 22.48%-7.5pp | 25.84%-10.9pp | 34.38%-19.4pp |
| Employer contribution / active EE | $1,325 | $2,570-48.4% | $2,965-55.3% | $2,637-49.7% |
| Participant deferral / active EE | $4,170 | $4,933-15.5% | $4,851-14.0% | $4,528-7.9% |
| Admin fee / account holder | $108 | $225-52.1% | $8,252-98.7% | $348-69.1% |