Filed December 31, 1992
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 9-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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $29,816 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 16 · EIN 26-4310632 | Consulting | $16,184 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,849 | $50,106-26.5% | $70,014-47.4% | $57,658-36.1% |
| Participation rate | 98.9% | 70.9%+28.0pp | 71.8%+27.0pp | 70.2%+28.6pp |
| Annual return | 13.56% | 14.58%-1.0pp | 12.99%+0.6pp | 5.13%+8.4pp |
| Employer contribution / active EE | $4,920 | $1,739+182.9% | $2,338+110.4% | $1,974+149.3% |
| Participant deferral / active EE | $3,599 | $2,486+44.8% | $2,931+22.8% | $3,061+17.6% |
| Admin fee / account holder | $137 | $89+53.2% | $4,380-96.9% | $95+44.5% |