Filed February 15, 1999
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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Service code 27 · EIN 13-2655998 | Advisory (Plan) | $83,559 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $6,002 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $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 | $29,409 | $74,024-60.3% | $77,999-62.3% | $57,658-49.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 75.5%+24.5pp | 70.2%+29.8pp |
| Annual return | 7.58% | 12.14%-4.6pp | 425.96%-418.4pp | 5.13%+2.4pp |
| Employer contribution / active EE | $1,775 | $2,365-25.0% | $2,470-28.1% | $1,974-10.1% |
| Participant deferral / active EE | $2,549 | $3,533-27.8% | $3,497-27.1% | $3,061-16.7% |
| Admin fee / account holder | $111 | $93+19.4% | $5,480-98.0% | $95+17.7% |