Filed March 4, 2008
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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $138,356 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $57,404 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 30-0859910 | Accounting | $12,338 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,436 | $45,000+67.6% | $143,757-47.5% | $77,904-3.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 80.3%+19.7pp | 73.7%+26.3pp |
| Annual return | -15.66% | 29.03%-44.7pp | -0.04%-15.6pp | 12.21%-27.9pp |
| Employer contribution / active EE | $1,479 | $1,870-20.9% | $4,951-70.1% | $2,848-48.1% |
| Participant deferral / active EE | $5,984 | $3,157+89.6% | $5,637+6.2% | $4,806+24.5% |
| Admin fee / account holder | $144 | $98+46.0% | $14,673-99.0% | $133+8.4% |