Filed January 6, 2006 (most recent of 3 filings on file)
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 |
|---|---|---|
Filed as: THE PRUDENTIAL INS. CO. OF AMERICA Service code 72 · EIN 22-1211670 | Other investment fees and expenses | $1,450 |
UBS FINANCIAL SERVICES INC1+ years Service code 55 · EIN 13-2638166 | Other Commissions | $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 | $18,125 | $37,117-51.2% | $147,614-87.7% | $55,191-67.2% |
| Participation rate | 100.0% | 63.6%+36.4pp | 84.6%+15.4pp | 69.2%+30.8pp |
| Annual return | 3.84% | 3.44%+0.4pp | 61.98%-58.1pp | 10.78%-6.9pp |
| Employer contribution / active EE | $475 | $1,620-70.7% | $5,564-91.5% | $1,899-75.0% |
| Participant deferral / active EE | $2,116 | $1,985+6.6% | $4,895-56.8% | $3,046-30.6% |
| Admin fee / account holder | $4 | $86-95.8% | $11,611-100.0% | $91-96.1% |