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 | $293,983 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $228,128 |
Filed as: BRIGHTHOUSE LIFE INSURANCE COMPANY Service code 13 · EIN 06-0566090 | Contract Administrator | $2,071 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT Service code 33 · EIN 13-4122960 | Securities brokerage | $40 |
Filed as: RIVERSOURCE LIFE INSURANCE COMPANY Service code 52 · EIN 41-0823832 | Indirect Investment Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,693 | $56,095-27.5% | $178,490-77.2% | $90,288-54.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 81.9%+18.1pp | 73.4%+26.6pp |
| Annual return | 14.02% | 28.81%-14.8pp | 151.07%-137.0pp | 53.97%-39.9pp |
| Employer contribution / active EE | $707 | $1,572-55.1% | $5,011-85.9% | $2,524-72.0% |
| Participant deferral / active EE | $2,733 | $2,669+2.4% | $5,202-47.5% | $4,232-35.4% |
| Admin fee / account holder | $153 | $101+52.2% | $13,984-98.9% | $114+34.3% |