Filed December 21, 2004 (most recent of 2 filings on file)
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 3-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 |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 21 · EIN 06-1050034 | Bank Trustee | $28,258 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,701 | $68,413-62.4% | $123,104-79.1% | $55,191-53.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 86.8%+13.2pp | 69.2%+30.8pp |
| Annual return | 1.27% | 6.30%-5.0pp | 13.22%-11.9pp | 10.78%-9.5pp |
| Employer contribution / active EE | $1,508 | $3,050-50.6% | $5,151-70.7% | $1,899-20.6% |
| Participant deferral / active EE | $2,386 | $4,490-46.9% | $6,230-61.7% | $3,046-21.7% |
| Admin fee / account holder | $35 | $88-60.6% | $9,015-99.6% | $91-61.9% |