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 | $53,369 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $43,070 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT Service code 33 · EIN 13-4122960 | Securities brokerage | $60 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,235 | $58,879+167.0% | $178,490-11.9% | $73,488+114.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 20.05% | 24.86%-4.8pp | 151.07%-131.0pp | 28.51%-8.5pp |
| Employer contribution / active EE | $3,746 | $2,236+67.5% | $5,011-25.2% | $2,270+65.0% |
| Participant deferral / active EE | $18,950 | $2,567+638.1% | $5,202+264.3% | $3,740+406.7% |
| Admin fee / account holder | $545 | $400+36.2% | $13,984-96.1% | $513+6.3% |