Filed November 4, 1999
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 RET. INS. & ANNUITY CO. Service code 49 · EIN 06-1050034 | Other Services | $89,235 |
Service code 50 · EIN 06-1055669 | Direct Payment | $41,123 |
FGMK, LLC8+ years Filed as: FGMK LLC Service code 10 · EIN 36-2929601 | Accounting | $29,500 |
DELOITTE & TOUCHE LLP8+ years Filed as: DELOITTE TAX LLP Service code 10 · EIN 86-1065772 | Accounting | $7,480 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $171,256-100.0% | $788,447-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 21.4%-21.4pp | 1.5%-1.5pp |
| Annual return | -19.20% | -6.02%-13.2pp | -3.21%-16.0pp | 23.41%-42.6pp |
| Employer contribution / active EE | $0 | $11,241-100.0% | $46,019-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $120-100.0% | $31-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $46,258-100.0% | $14,884-100.0% |