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 | $210,755 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME 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 | $131,371 | $82,783+58.7% | $133,956-1.9% | $90,288+45.5% |
| Participation rate | 98.9% | 81.3%+17.6pp | 79.8%+19.1pp | 73.4%+25.6pp |
| Annual return | 13.25% | 21.89%-8.6pp | 45.09%-31.8pp | 53.97%-40.7pp |
| Employer contribution / active EE | $4,684 | $2,388+96.1% | $3,919+19.5% | $2,524+85.6% |
| Participant deferral / active EE | $7,345 | $4,291+71.2% | $5,048+45.5% | $4,232+73.5% |
| Admin fee / account holder | $36 | $93-60.8% | $8,927-99.6% | $114-68.1% |