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 P.O. BOX 7960 · PHILADELPHIA, PA 19176 | Recordkeeping | $71,812 |
EISNERAMPER LLP2+ years Filed as: EISNERAMPER, LLP Service code 10 · EIN 13-1639826 | Accounting | $19,500 |
Filed as: PROSPERA FINANCIAL Service code 27 · EIN 81-1791099 | Advisory (Plan) | $15,000 |
Filed as: THE PRUDENTIAL INS.COMPANY OF AMER. Service code 72 | Other investment fees and expenses | $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 | $64,807 | $54,392+19.1% | $84,750-23.5% | $63,975+1.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 9.12% | 611.38%-602.3pp | 22.78%-13.7pp | 48.65%-39.5pp |
| Employer contribution / active EE | $2,924 | $2,943-0.6% | $3,574-18.2% | $2,182+34.0% |
| Participant deferral / active EE | $5,228 | $2,593+101.6% | $3,712+40.8% | $3,356+55.8% |
| Admin fee / account holder | $25 | $136-81.4% | $5,332-99.5% | $70-64.1% |