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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $17,485 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $430,578 | $104,475+312.1% | $159,436+170.1% | $79,386+442.4% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 13.22% | 67.95%-54.7pp | 263.57%-250.3pp | 116.85%-103.6pp |
| Employer contribution / active EE | $18,518 | $3,417+442.0% | $4,829+283.4% | $2,427+662.9% |
| Participant deferral / active EE | $7,513 | $6,467+16.2% | $7,352+2.2% | $4,046+85.7% |
| Admin fee / account holder | $81 | $711-88.6% | $10,799-99.2% | $626-87.0% |