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: LOCKTON INVESTMENT ADVISORS Service code 49 · EIN 20-8874282 | Other Services | $98,078 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $71,452 |
Filed as: PRUDENTIAL RET INS AND ANNUITY CO Service code 15 | Recordkeeping | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY Service code 13 · EIN 22-1211670 | Contract Administrator | $0 |
Filed as: THE PRUDENTIAL RETIREMENT INSURANCE Service code 15 | 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 | $32,400 | $33,232-2.5% | $71,796-54.9% | $63,975-49.4% |
| Participation rate | 100.0% | 60.1%+39.9pp | 69.1%+30.9pp | 71.1%+28.9pp |
| Annual return | 6.05% | 11.99%-5.9pp | 78.04%-72.0pp | 48.65%-42.6pp |
| Employer contribution / active EE | $1,324 | $723+83.1% | $1,924-31.2% | $2,182-39.3% |
| Participant deferral / active EE | $2,105 | $1,604+31.2% | $2,794-24.7% | $3,356-37.3% |
| Admin fee / account holder | $107 | $63+68.3% | $4,815-97.8% | $70+51.7% |