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 | $171,005 |
CERITY PARTNERS1 year Service code 27 · EIN 27-1180831 | Advisory (Plan) | $127,650 |
HPM PARTNERS1 year Service code 27 · EIN 35-2467663 | Advisory (Plan) | $114,626 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $250 |
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 | $90,852 | $47,456+91.4% | $172,739-47.4% | $77,787+16.8% |
| Participation rate | 75.4% | 66.3%+9.1pp | 82.6%-7.3pp | 73.2%+2.2pp |
| Annual return | 20.84% | 35.57%-14.7pp | 802.84%-782.0pp | 32.57%-11.7pp |
| Employer contribution / active EE | $1,683 | $1,574+6.9% | $5,143-67.3% | $2,504-32.8% |
| Participant deferral / active EE | $4,696 | $2,560+83.5% | $5,198-9.7% | $3,967+18.4% |
| Admin fee / account holder | $164 | $81+102.7% | $13,954-98.8% | $100+63.8% |