Filed January 15, 2007 (most recent of 2 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 13 · EIN 06-1050034 | Contract Administrator | $135,362 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $1,428 |
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 | $126,326 | $65,708+92.3% | $76,817+64.5% | $77,787+62.4% |
| Participation rate | 98.8% | 79.0%+19.8pp | 72.1%+26.7pp | 73.2%+25.6pp |
| Annual return | 21.42% | 49.86%-28.4pp | 1166.11%-1144.7pp | 32.57%-11.2pp |
| Employer contribution / active EE | $3,085 | $2,167+42.3% | $2,302+34.0% | $2,504+23.2% |
| Participant deferral / active EE | $6,738 | $3,254+107.1% | $3,336+102.0% | $3,967+69.8% |
| Admin fee / account holder | $111 | $91+22.7% | $6,420-98.3% | $100+11.4% |