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 | $73,593 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $53,693 |
Filed as: REA & ASSOCIATES Service code 10 · EIN 34-1311012 | Accounting | $4,994 |
PRIAC1 year Service code 38 · EIN 06-1050034 | Participant Communication | $57 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,077 | $61,156+191.2% | $185,823-4.2% | $79,386+124.3% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 22.29% | 19.45%+2.8pp | 122.05%-99.8pp | 116.85%-94.6pp |
| Employer contribution / active EE | $3,726 | $2,321+60.6% | $5,167-27.9% | $2,427+53.5% |
| Participant deferral / active EE | $18,424 | $2,789+560.7% | $5,568+230.9% | $4,046+355.4% |
| Admin fee / account holder | $708 | $710-0.2% | $16,237-95.6% | $626+13.0% |