Filed January 11, 2006
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 | $289,342 |
GMSL3+ years Service code 15 · EIN 13-3418879 | Recordkeeping | $112,500 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $20,189 |
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 | $147,516 | $38,833+279.9% | $78,778+87.3% | $77,958+89.2% |
| Participation rate | 100.0% | 60.9%+39.1pp | 69.2%+30.8pp | 71.6%+28.4pp |
| Annual return | 58.81% | 20.31%+38.5pp | 35.62%+23.2pp | 20.87%+37.9pp |
| Employer contribution / active EE | $6,537 | $840+678.6% | $1,986+229.2% | $2,310+182.9% |
| Participant deferral / active EE | $8,854 | $1,776+398.6% | $2,958+199.3% | $3,537+150.4% |
| Admin fee / account holder | $74 | $89-16.4% | $5,134-98.6% | $97-23.6% |