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: PRU RETIREMENT INSUR AND ANNUITY CO Service code 13 · EIN 06-1050034 | Contract Administrator | $56,373 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY Service code 13 · EIN 22-1211670 | Contract Administrator | $21,545 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,280 | $65,435+184.7% | $86,677+114.9% | $66,914+178.4% |
| Participation rate | 97.3% | 75.5%+21.8pp | 76.6%+20.7pp | 69.8%+27.5pp |
| Annual return | -15.55% | -10.89%-4.7pp | 35.91%-51.5pp | 1.58%-17.1pp |
| Employer contribution / active EE | $3,813 | $2,153+77.1% | $2,836+34.4% | $2,544+49.9% |
| Participant deferral / active EE | $8,438 | $4,100+105.8% | $4,656+81.2% | $4,237+99.2% |
| Admin fee / account holder | $345 | $642-46.3% | $7,493-95.4% | $593-41.9% |