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 37 · EIN 22-1211670 | Loan Processing | $36,533 |
UBS FINANCIAL SERVICES INC5+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $27,042 |
NATIONWIDE4 years Service code 63 · EIN 31-4156830 | 12b-1 Fees | $1,418 |
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 | $21,242 | $62,928-66.2% | $172,739-87.7% | $67,579-68.6% |
| Participation rate | 100.0% | 64.5%+35.5pp | 82.6%+17.4pp | 71.3%+28.7pp |
| Annual return | 18.81% | 30.36%-11.5pp | 802.84%-784.0pp | 378.56%-359.7pp |
| Employer contribution / active EE | $543 | $1,636-66.8% | $5,143-89.4% | $2,148-74.7% |
| Participant deferral / active EE | $2,724 | $2,145+27.0% | $5,198-47.6% | $3,539-23.0% |
| Admin fee / account holder | $83 | $167-49.9% | $13,954-99.4% | $142-41.3% |