Filed January 24, 2019 (most recent of 3 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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $20,638 |
Service code 15 · EIN 42-0127290 | Recordkeeping | $4,405 |
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $2,555 |
Filed as: THE PRUDENTIAL INS CO OF AMERICA Service code 12 · EIN 22-1211670 | Participant communication; Shareholde... | $945 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $69,402 | $37,196+86.6% | $154,107-55.0% | $55,725+24.5% |
| Participation rate | 64.6% | 64.1%+0.5pp | 83.0%-18.4pp | 70.9%-6.2pp |
| Annual return | -2.76% | 1319.68%-1322.4pp | 735.12%-737.9pp | 244.93%-247.7pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,858 | $2,068+38.2% | $5,081-43.8% | $3,356-14.8% |
| Admin fee / account holder | $17 | $102-83.5% | $13,411-99.9% | $115-85.5% |