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 | $43,653 |
UBS FINANCIAL SERVICES INC6+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $32,961 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,247 | $52,293-51.7% | $178,490-85.9% | $73,409-65.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 19.56% | 34.75%-15.2pp | 151.07%-131.5pp | 59.29%-39.7pp |
| Employer contribution / active EE | $607 | $1,735-65.0% | $5,011-87.9% | $2,234-72.8% |
| Participant deferral / active EE | $3,059 | $2,332+31.2% | $5,202-41.2% | $3,805-19.6% |
| Admin fee / account holder | $91 | $127-28.6% | $13,984-99.3% | $158-42.4% |