Filed December 10, 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 13 · EIN 06-1050034 | Contract Administrator | $11,131 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $4,591 |
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 | $83,452 | $63,905+30.6% | $74,183+12.5% | $57,658+44.7% |
| Participation rate | 99.3% | 79.8%+19.5pp | 76.6%+22.6pp | 70.2%+29.0pp |
| Annual return | 5.66% | 60.60%-54.9pp | 17.74%-12.1pp | 5.13%+0.5pp |
| Employer contribution / active EE | $4,475 | $1,840+143.1% | $2,370+88.8% | $1,974+126.7% |
| Participant deferral / active EE | $7,825 | $3,448+127.0% | $3,550+120.5% | $3,061+155.7% |
| Admin fee / account holder | $39 | $91-56.9% | $5,586-99.3% | $95-58.5% |