Filed April 20, 2009 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 | $50,157 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $127,806 | $73,125+74.8% | $125,175+2.1% | $77,787+64.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 79.8%+20.2pp | 73.2%+26.8pp |
| Annual return | 22.06% | 24.71%-2.7pp | 43.79%-21.7pp | 32.57%-10.5pp |
| Employer contribution / active EE | $4,369 | $2,413+81.0% | $3,865+13.0% | $2,504+74.4% |
| Participant deferral / active EE | $6,965 | $3,966+75.6% | $4,937+41.1% | $3,967+75.6% |
| Admin fee / account holder | $15 | $89-83.1% | $9,702-99.8% | $100-84.9% |