Filed October 28, 1998
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 | $12,987 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 71 · EIN 13-4122960 | Brokerage Fees | $462 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $45,297 | $62,324-27.3% | $68,509-33.9% | $55,191-17.9% |
| Participation rate | 98.7% | 78.9%+19.8pp | 74.7%+24.0pp | 69.2%+29.5pp |
| Annual return | 0.25% | 4.26%-4.0pp | 8.27%-8.0pp | 10.78%-10.5pp |
| Employer contribution / active EE | $2,458 | $2,223+10.6% | $2,278+7.9% | $1,899+29.5% |
| Participant deferral / active EE | $3,914 | $3,425+14.3% | $3,382+15.7% | $3,046+28.5% |
| Admin fee / account holder | $20 | $91-78.1% | $5,275-99.6% | $91-78.0% |