Filed November 9, 2005 (most recent of 2 filings on file)
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 RETIREMENT Service code 49 · EIN 06-1050034 | Other Services | $235,386 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,538 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,023 | $118,337+31.0% | $189,513-18.2% | $93,030+66.6% |
| Participation rate | 95.1% | 89.1%+6.1pp | 87.8%+7.3pp | 73.9%+21.2pp |
| Annual return | 33.93% | 21.77%+12.2pp | 555.15%-521.2pp | 158.70%-124.8pp |
| Employer contribution / active EE | $6,797 | $4,204+61.7% | $6,162+10.3% | $2,706+151.2% |
| Participant deferral / active EE | $7,753 | $7,123+8.9% | $8,221-5.7% | $4,562+69.9% |
| Admin fee / account holder | $173 | $100+73.6% | $12,045-98.6% | $152+14.1% |