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 | $89,606 |
PROSPERA FINANCIAL SERVICES2 years Filed as: PROSPERA FINANCIAL Service code 27 · EIN 81-1791099 | Advisory (Plan) | $60,000 |
EISNERAMPER LLP3+ years Filed as: EISNERAMPER, LLP Service code 10 · EIN 13-1639826 | Accounting | $20,500 |
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 | $72,823 | $221,442-67.1% | $92,233-21.0% | $77,958-6.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 20.62% | 15.65%+5.0pp | 176.28%-155.7pp | 20.87%-0.2pp |
| Employer contribution / active EE | $3,043 | $3,226-5.7% | $3,679-17.3% | $2,310+31.7% |
| Participant deferral / active EE | $5,552 | $2,779+99.8% | $3,897+42.5% | $3,537+57.0% |
| Admin fee / account holder | $36 | $210-82.8% | $5,194-99.3% | $97-62.9% |