Filed March 27, 2012
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 | $41,453 |
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $31,215 |
MCKONLY & ASBURY LLP3+ years Service code 10 · EIN 23-1909723 | Accounting | $13,595 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $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 | $96,798 | $46,173+109.6% | $170,442-43.2% | $69,631+39.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 157.06% | 21.62%+135.4pp | 205.93%-48.9pp | 27571.02%-27414.0pp |
| Employer contribution / active EE | $1,826 | $1,610+13.4% | $5,433-66.4% | $2,032-10.2% |
| Participant deferral / active EE | $2,788 | $2,080+34.0% | $4,939-43.6% | $3,224-13.5% |
| Admin fee / account holder | $118 | $116+1.4% | $13,880-99.2% | $110+6.5% |