Filed January 23, 2006
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 AND ANNUITY CO Service code 13 · EIN 06-1050034 | Contract Administrator | $50,135 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON COMPANIES LLC Service code 49 · EIN 20-3247391 | Other Services | $47,859 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY Service code 15 · EIN 22-1211670 | Recordkeeping | $0 |
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 | $30,502 | $31,810-4.1% | $64,105-52.4% | $59,188-48.5% |
| Participation rate | 100.0% | 57.7%+42.3pp | 68.2%+31.8pp | 69.4%+30.6pp |
| Annual return | -0.40% | 9.41%-9.8pp | 791.24%-791.6pp | 5.51%-5.9pp |
| Employer contribution / active EE | $1,288 | $659+95.3% | $1,820-29.2% | $2,098-38.6% |
| Participant deferral / active EE | $2,094 | $1,582+32.4% | $2,822-25.8% | $3,265-35.8% |
| Admin fee / account holder | $72 | $57+27.0% | $4,499-98.4% | $92-21.7% |