Filed January 18, 2018 (most recent of 5 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 | $268,288 |
Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $65,484 | $45,382+44.3% | $154,107-57.5% | $75,289-13.0% |
| Participation rate | 100.0% | 65.9%+34.1pp | 83.0%+17.0pp | 72.4%+27.6pp |
| Annual return | -6.00% | -0.47%-5.5pp | 735.12%-741.1pp | -0.04%-6.0pp |
| Employer contribution / active EE | $2,287 | $1,533+49.2% | $5,298-56.8% | $2,405-4.9% |
| Participant deferral / active EE | $5,159 | $2,384+116.4% | $5,081+1.6% | $3,739+38.0% |
| Admin fee / account holder | $75 | $89-16.0% | $13,411-99.4% | $102-26.6% |