Filed November 9, 2005
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 27 · EIN 26-4310632 | Advisory (Plan) | $94,800 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $29,481 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $89,326 | $39,819+124.3% | $67,834+31.7% | $57,658+54.9% |
| Participation rate | 100.0% | 61.2%+38.8pp | 68.8%+31.2pp | 70.2%+29.8pp |
| Annual return | 3.85% | 9.19%-5.3pp | 138.47%-134.6pp | 5.13%-1.3pp |
| Employer contribution / active EE | $2,849 | $1,277+123.1% | $2,403+18.5% | $1,974+44.3% |
| Participant deferral / active EE | $2,628 | $2,209+19.0% | $3,160-16.8% | $3,061-14.1% |
| Admin fee / account holder | $94 | $84+12.4% | $4,622-98.0% | $95-0.6% |