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 BARNEY5+ years Service code 27 · EIN 13-2655998 | Advisory (Plan) | $115,367 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $13,098 |
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 | $43,396 | $74,347-41.6% | $93,606-53.6% | $67,579-35.8% |
| Participation rate | 100.0% | 80.6%+19.4pp | 75.8%+24.2pp | 71.3%+28.7pp |
| Annual return | 19.87% | 28.07%-8.2pp | 32.76%-12.9pp | 378.56%-358.7pp |
| Employer contribution / active EE | $1,860 | $2,583-28.0% | $2,718-31.6% | $2,148-13.4% |
| Participant deferral / active EE | $3,017 | $4,060-25.7% | $4,069-25.8% | $3,539-14.8% |
| Admin fee / account holder | $160 | $123+30.8% | $7,888-98.0% | $142+12.8% |