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: PRUDENTIAL INSURANCE COMPANY OF AME Service code 37 · EIN 22-1211670 | Loan Processing | $271,942 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $207,918 |
METLIFE LIFE INSURANCE COMPANY5+ years Filed as: METLIFE INSURANCE COMPANY OF CT Service code 64 · EIN 06-0566090 | Recordkeeping Fees | $3,403 |
Filed as: BRIGHTHOUSE LIFE INSURANCE COMPANY Service code 13 · EIN 06-0566090 | Contract Administrator | $2,418 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT Service code 33 · EIN 13-4122960 | Securities brokerage | $60 |
Filed as: RIVERSOURCE LIFE INSURANCE COMPANY Service code 52 · EIN 41-0823832 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,052 | $47,456-19.8% | $172,739-78.0% | $77,787-51.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 82.6%+17.4pp | 73.2%+26.8pp |
| Annual return | 15.68% | 35.57%-19.9pp | 802.84%-787.2pp | 32.57%-16.9pp |
| Employer contribution / active EE | $640 | $1,574-59.4% | $5,143-87.6% | $2,504-74.5% |
| Participant deferral / active EE | $2,693 | $2,560+5.2% | $5,198-48.2% | $3,967-32.1% |
| Admin fee / account holder | $143 | $81+77.0% | $13,954-99.0% | $100+43.0% |