Filed October 19, 2004
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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RET INS & ANNUITY CO Service code 13 · EIN 06-1050034 | Contract Administrator | $45,128 |
RYAN LABS ASSET MANAGEMENT4+ years Filed as: RYAN LABS INC Service code 27 · EIN 23-6396097 | Advisory (Plan) | $30,000 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 28 · EIN 27-0058684 | Investment Management | $8,341 |
FIRST BANKERS TRUST SERVICES4+ years Service code 21 · EIN 37-1237250 | Bank Trustee | $7,000 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $47,532-100.0% | $336,864-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 11.8%-11.8pp | 27.8%-27.8pp | 14.6%-14.6pp |
| Annual return | -6.29% | -2.74%-3.6pp | -3.29%-3.0pp | 10.56%-16.9pp |
| Employer contribution / active EE | $9,428 | $9,887-4.7% | $36,762-74.4% | $13,643-30.9% |
| Participant deferral / active EE | $0 | $7-100.0% | $11-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $191-100.0% | $6,121-100.0% | $3,354-100.0% |