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 BARNEY3+ years Service code 27 · EIN 13-2655998 | Advisory (Plan) | $100,352 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $9,685 |
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 | $38,970 | $75,284-48.2% | $91,001-57.2% | $69,631-44.0% |
| Participation rate | 97.3% | 80.4%+16.9pp | 75.6%+21.7pp | 70.7%+26.6pp |
| Annual return | 20.37% | 48.40%-28.0pp | 4.60%+15.8pp | 27571.02%-27550.7pp |
| Employer contribution / active EE | $1,659 | $2,473-32.9% | $2,456-32.4% | $2,032-18.4% |
| Participant deferral / active EE | $2,762 | $3,700-25.3% | $3,547-22.1% | $3,224-14.3% |
| Admin fee / account holder | $144 | $111+29.9% | $5,417-97.3% | $110+30.1% |