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 | $103,663 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
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 | $147,924 | $91,746+61.2% | $146,665+0.9% | $93,030+59.0% |
| Participation rate | 100.0% | 80.9%+19.1pp | 80.1%+19.9pp | 73.9%+26.1pp |
| Annual return | 14.10% | 18.28%-4.2pp | 22.74%-8.6pp | 158.70%-144.6pp |
| Employer contribution / active EE | $4,723 | $2,815+67.8% | $4,136+14.2% | $2,706+74.6% |
| Participant deferral / active EE | $7,535 | $4,589+64.2% | $5,506+36.9% | $4,562+65.2% |
| Admin fee / account holder | $26 | $101-74.1% | $10,280-99.7% | $152-82.7% |