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 42-0127290 | Recordkeeping | $71,835 |
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Sales loa... | $2,120 |
Filed as: THE PRUDENTIAL INS CO OF AMERICA Service code 12 · EIN 22-1211670 | Participant communication; Participan... | $758 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $106,398 | $52,293+103.5% | $178,490-40.4% | $73,409+44.9% |
| Participation rate | 62.9% | 65.3%-2.4pp | 81.9%-19.0pp | 72.2%-9.3pp |
| Annual return | 14.93% | 34.75%-19.8pp | 151.07%-136.1pp | 59.29%-44.4pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $3,216 | $2,332+37.9% | $5,202-38.2% | $3,805-15.5% |
| Admin fee / account holder | $161 | $127+26.4% | $13,984-98.8% | $158+2.0% |