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 | $74,196 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $72,652 | $73,404-1.0% | $87,100-16.6% | $67,579+7.5% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.9%+23.1pp | 71.3%+28.7pp |
| Annual return | 18.32% | 48.29%-30.0pp | 28.19%-9.9pp | 378.56%-360.2pp |
| Employer contribution / active EE | $1,129 | $2,014-43.9% | $2,521-55.2% | $2,148-47.4% |
| Participant deferral / active EE | $3,505 | $3,913-10.4% | $4,049-13.4% | $3,539-1.0% |
| Admin fee / account holder | $91 | $142-35.5% | $7,497-98.8% | $142-35.9% |