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 | $170,843 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $2,331 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | 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 | $48,358 | $134,045-63.9% | $80,019-39.6% | $75,289-35.8% |
| Participation rate | 88.9% | 85.8%+3.1pp | 75.8%+13.0pp | 72.4%+16.4pp |
| Annual return | 6.95% | -0.56%+7.5pp | 11.22%-4.3pp | -0.04%+7.0pp |
| Employer contribution / active EE | $2,459 | $3,492-29.6% | $2,468-0.3% | $2,405+2.3% |
| Participant deferral / active EE | $3,715 | $4,976-25.3% | $3,686+0.8% | $3,739-0.6% |
| Admin fee / account holder | $138 | $124+11.4% | $6,521-97.9% | $102+34.9% |