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 |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 13 · EIN 22-1211670 | Contract Administrator | $114,089 |
Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $94,800 |
PRIAC1 year Service code 10 · EIN 06-1050034 | Accounting | $2,270 |
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 | $149,431 | $51,288+191.4% | $81,983+82.3% | $73,409+103.6% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.2%+30.8pp | 72.2%+27.8pp |
| Annual return | 19.42% | 29.48%-10.1pp | 41.31%-21.9pp | 59.29%-39.9pp |
| Employer contribution / active EE | $4,787 | $1,487+221.9% | $2,498+91.6% | $2,234+114.3% |
| Participant deferral / active EE | $5,837 | $2,715+115.0% | $3,722+56.8% | $3,805+53.4% |
| Admin fee / account holder | $219 | $125+75.1% | $5,664-96.1% | $158+39.0% |