Filed November 4, 2004 (most recent of 4 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 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 |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $11,463 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $150 |
PRUCO SECURITIES, LLC2+ years Filed as: PRUCO SECURITIES CORPORATION Service code 33 · EIN 22-1921421 | Securities brokerage; Securities brok... | $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 | $63,564 | $37,213+70.8% | $156,549-59.4% | $63,975-0.6% |
| Participation rate | 81.7% | 65.0%+16.7pp | 84.0%-2.3pp | 71.1%+10.6pp |
| Annual return | 11.92% | 47.89%-36.0pp | 32.23%-20.3pp | 48.65%-36.7pp |
| Employer contribution / active EE | $1,850 | $1,357+36.3% | $5,501-66.4% | $2,182-15.2% |
| Participant deferral / active EE | $3,726 | $2,070+80.0% | $4,871-23.5% | $3,356+11.0% |
| Admin fee / account holder | $6 | $56-89.8% | $13,027-100.0% | $70-91.8% |