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 | $28,558 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $669 |
PRUCO SECURITIES, LLC4+ 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 | $75,339 | $45,382+66.0% | $154,107-51.1% | $75,289+0.1% |
| Participation rate | 78.0% | 65.9%+12.1pp | 83.0%-5.0pp | 72.4%+5.6pp |
| Annual return | -3.76% | -0.47%-3.3pp | 735.12%-738.9pp | -0.04%-3.7pp |
| Employer contribution / active EE | $1,658 | $1,533+8.2% | $5,298-68.7% | $2,405-31.1% |
| Participant deferral / active EE | $4,546 | $2,384+90.7% | $5,081-10.5% | $3,739+21.6% |
| Admin fee / account holder | $13 | $89-85.6% | $13,411-99.9% | $102-87.4% |