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 12 · EIN 06-1050034 | Recordkeeping and information managem... | $129,432 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF 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 | $118,252 | $84,000+40.8% | $119,609-1.1% | $77,904+51.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 79.3%+20.7pp | 73.7%+26.3pp |
| Annual return | -15.13% | -11.59%-3.5pp | -14.97%-0.2pp | 12.21%-27.3pp |
| Employer contribution / active EE | $4,955 | $2,907+70.4% | $4,232+17.1% | $2,848+74.0% |
| Participant deferral / active EE | $8,027 | $4,705+70.6% | $5,602+43.3% | $4,806+67.0% |
| Admin fee / account holder | $29 | $116-74.7% | $10,323-99.7% | $133-77.9% |