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 | $60,445 |
UBS FINANCIAL SERVICES INC7+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $42,316 |
Filed as: REA & ASSOCIATES Service code 10 · EIN 34-1310124 | Accounting | $3,019 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,955 | $56,485-50.5% | $185,823-85.0% | $86,799-67.8% |
| Participation rate | 100.0% | 65.5%+34.5pp | 81.7%+18.3pp | 72.3%+27.7pp |
| Annual return | 12.97% | 118.04%-105.1pp | 122.05%-109.1pp | 97.91%-84.9pp |
| Employer contribution / active EE | $653 | $1,843-64.6% | $5,167-87.4% | $2,405-72.9% |
| Participant deferral / active EE | $3,284 | $2,553+28.6% | $5,568-41.0% | $4,131-20.5% |
| Admin fee / account holder | $112 | $150-25.0% | $16,237-99.3% | $170-33.8% |