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 | $12,729 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $235 |
PRUCO SECURITIES, LLC3+ years Filed as: PRUCO SECURITIES CORPORATION Service code 33 · EIN 22-1921421 | Securities brokerage commissions and ... | $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 | $77,535 | $44,989+72.3% | $170,442-54.5% | $77,958-0.5% |
| Participation rate | 82.1% | 64.6%+17.5pp | 83.6%-1.5pp | 71.6%+10.4pp |
| Annual return | 21.32% | 19.61%+1.7pp | 205.93%-184.6pp | 20.87%+0.5pp |
| Employer contribution / active EE | $1,787 | $1,466+21.9% | $5,433-67.1% | $2,310-22.7% |
| Participant deferral / active EE | $4,115 | $2,208+86.4% | $4,939-16.7% | $3,537+16.3% |
| Admin fee / account holder | $6 | $69-90.7% | $13,880-100.0% | $97-93.4% |