Filed September 24, 1996
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: PRUDENTIAL RETIREMENT INSURANCE Service code 13 · EIN 06-1050034 | Contract Administrator | $53,564 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $64,717 | $69,305-6.6% | $82,313-21.4% | $69,631-7.1% |
| Participation rate | 100.0% | 80.3%+19.7pp | 76.9%+23.1pp | 70.7%+29.3pp |
| Annual return | 13.75% | 21.47%-7.7pp | 25.88%-12.1pp | 27571.02%-27557.3pp |
| Employer contribution / active EE | $1,466 | $1,887-22.3% | $2,428-39.6% | $2,032-27.8% |
| Participant deferral / active EE | $2,950 | $3,568-17.3% | $3,706-20.4% | $3,224-8.5% |
| Admin fee / account holder | $80 | $97-17.9% | $5,608-98.6% | $110-27.8% |