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 | $74,861 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,754 | $99,078-14.5% | $96,544-12.2% | $74,419+13.9% |
| Participation rate | 95.1% | 80.7%+14.5pp | 76.0%+19.2pp | 70.7%+24.4pp |
| Annual return | 16.79% | 22.48%-5.7pp | 25.84%-9.0pp | 34.38%-17.6pp |
| Employer contribution / active EE | $1,800 | $2,570-30.0% | $2,965-39.3% | $2,637-31.8% |
| Participant deferral / active EE | $4,346 | $4,933-11.9% | $4,851-10.4% | $4,528-4.0% |
| Admin fee / account holder | $72 | $225-68.1% | $8,252-99.1% | $348-79.4% |