Filed March 1, 2002
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 INSURANCE CO.OF AMER. Service code 15 · EIN 22-1211670 | Recordkeeping | $60,673 |
EISNERAMPER LLP1+ years Filed as: EISNERAMPER, LLP Service code 10 · EIN 13-1639826 | Accounting | $18,500 |
Filed as: THE PRUDENTIAL INS.COMPANY OF AMER. Service code 72 | Other investment fees and expenses | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $61,822 | $55,516+11.4% | $75,781-18.4% | $59,188+4.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.4%+30.6pp |
| Annual return | 1.21% | -1.89%+3.1pp | 9.68%-8.5pp | 5.51%-4.3pp |
| Employer contribution / active EE | $2,795 | $2,604+7.4% | $3,323-15.9% | $2,098+33.2% |
| Participant deferral / active EE | $5,050 | $2,599+94.3% | $3,651+38.3% | $3,265+54.7% |
| Admin fee / account holder | $20 | $110-81.6% | $5,299-99.6% | $92-78.1% |