Filed February 21, 2006 (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 9-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: THE PRUDENTIAL INSURANCE COMPANY Service code 13 · EIN 22-1211670 | Contract Administrator | $1,199 |
KPMG LLP3 years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $0 |
KPMG LLP3 years Service code 49 · EIN 13-5565207 | Other Services | $0 |
NFP RETIREMENT INC4+ years Filed as: NFP SECURITIES INC Service code 49 · EIN 74-2794194 | Other Services | $0 |
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 | $150,903 | $59,186+155.0% | $76,768+96.6% | $56,287+168.1% |
| Participation rate | 85.2% | 75.2%+10.0pp | 77.0%+8.2pp | 69.9%+15.3pp |
| Annual return | -0.77% | 6.62%-7.4pp | 2.43%-3.2pp | -9.96%+9.2pp |
| Employer contribution / active EE | $1,559 | $1,759-11.3% | $2,485-37.2% | $2,111-26.1% |
| Participant deferral / active EE | $7,743 | $3,255+137.9% | $3,852+101.0% | $3,350+131.2% |
| Admin fee / account holder | $5 | $489-98.9% | $6,675-99.9% | $521-99.0% |