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 | $213,036 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $5,775 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,738 | $96,403-47.4% | $93,606-45.8% | $77,787-34.8% |
| Participation rate | 90.8% | 87.6%+3.1pp | 75.8%+14.9pp | 73.2%+17.6pp |
| Annual return | 21.09% | 39.36%-18.3pp | 32.76%-11.7pp | 32.57%-11.5pp |
| Employer contribution / active EE | $2,835 | $3,616-21.6% | $2,718+4.3% | $2,504+13.2% |
| Participant deferral / active EE | $4,223 | $5,341-20.9% | $4,069+3.8% | $3,967+6.4% |
| Admin fee / account holder | $154 | $90+72.5% | $7,888-98.0% | $100+54.3% |