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 15 · EIN 22-1211670 | Recordkeeping | $571 |
UBS FINANCIAL SERVICES INC1+ years Filed as: USBS FINANCIAL SERVICES INC Service code 55 · EIN 13-2638166 | Other Commissions | $0 |
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 | $79,762 | $46,360+72.0% | $147,614-46.0% | $52,331+52.4% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | 1.95% | 1.62%+0.3pp | 61.98%-60.0pp | 4.54%-2.6pp |
| Employer contribution / active EE | $2,746 | $2,126+29.2% | $5,564-50.6% | $1,882+45.9% |
| Participant deferral / active EE | $16,906 | $2,258+648.9% | $4,895+245.4% | $3,022+459.4% |
| Admin fee / account holder | $0 | $766-100.0% | $11,611-100.0% | $592-100.0% |