Filed October 18, 2004
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 7-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 RETIREMENT INS Service code 13 · EIN 06-1050034 | Contract Administrator | $64,273 |
LOCKTON INVESTMENT ADVISORS, LLC3+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 28 · EIN 20-8874282 | Investment Management | $45,000 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $1,723,788-100.0% | $350,496-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.4%-31.4pp | 1.9%-1.9pp |
| Annual return | 13.64% | 11.05%+2.6pp | 12.88%+0.8pp | 23.90%-10.3pp |
| Employer contribution / active EE | $9,542 | $15,936-40.1% | $40,010-76.2% | $16,539-42.3% |
| Participant deferral / active EE | $0 | $41-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,226-100.0% | $18,975-100.0% |