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 | $144,747 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $125,315 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $4,582 |
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 | $143,024 | $72,066+98.5% | $81,930+74.6% | $90,288+58.4% |
| Participation rate | 99.1% | 78.9%+20.2pp | 72.0%+27.1pp | 73.4%+25.8pp |
| Annual return | 14.58% | 15.92%-1.3pp | 29.49%-14.9pp | 53.97%-39.4pp |
| Employer contribution / active EE | $4,370 | $2,335+87.1% | $4,310+1.4% | $2,524+73.1% |
| Participant deferral / active EE | $7,394 | $3,557+107.9% | $7,107+4.0% | $4,232+74.7% |
| Admin fee / account holder | $219 | $92+137.3% | $5,158-95.7% | $114+92.4% |