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 | $88,249 |
PROSPERA FINANCIAL SERVICES3 years Filed as: PROSPERA FINANCIAL Service code 27 · EIN 81-1791099 | Advisory (Plan) | $60,000 |
EISNERAMPER LLP4+ years Filed as: EISNERAMPER, LLP Service code 10 · EIN 13-1639826 | Accounting | $21,450 |
Filed as: THE PRUDENTIAL INS.COMPANY OF AMER. Service code 72 | Other investment fees and expenses | $0 |
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 | $66,453 | $60,396+10.0% | $83,848-20.7% | $75,289-11.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | -5.71% | 3.84%-9.6pp | 850.88%-856.6pp | -0.04%-5.7pp |
| Employer contribution / active EE | $3,250 | $3,343-2.8% | $3,631-10.5% | $2,405+35.1% |
| Participant deferral / active EE | $6,152 | $2,922+110.5% | $4,082+50.7% | $3,739+64.5% |
| Admin fee / account holder | $34 | $141-75.8% | $5,478-99.4% | $102-66.5% |