Filed April 30, 2013
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 INSURANCE CO. Service code 13 · EIN 06-1050034 | Contract Administrator | $115,794 |
FID INV INST OPS CO1 year Service code 15 · EIN 04-2647786 | Recordkeeping | $45,236 |
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 | $18,958 | $45,382-58.2% | $154,107-87.7% | $75,289-74.8% |
| Participation rate | 94.5% | 65.9%+28.6pp | 83.0%+11.4pp | 72.4%+22.0pp |
| Annual return | -9.61% | -0.47%-9.1pp | 735.12%-744.7pp | -0.04%-9.6pp |
| Employer contribution / active EE | $982 | $1,533-36.0% | $5,298-81.5% | $2,405-59.2% |
| Participant deferral / active EE | $2,718 | $2,384+14.0% | $5,081-46.5% | $3,739-27.3% |
| Admin fee / account holder | $81 | $89-9.2% | $13,411-99.4% | $102-20.7% |