Filed April 19, 1995
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 13 · EIN 06-1050034 | Contract Administrator | $5,546 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,509 | $46,100+180.9% | $86,590+49.6% | $69,631+86.0% |
| Participation rate | 40.8% | 67.2%-26.3pp | 73.5%-32.7pp | 70.7%-29.8pp |
| Annual return | 15.66% | 21.02%-5.4pp | 964.84%-949.2pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $658 | $1,850-64.4% | $2,839-76.8% | $2,032-67.6% |
| Participant deferral / active EE | $5,777 | $2,432+137.6% | $3,609+60.1% | $3,224+79.2% |
| Admin fee / account holder | $80 | $94-14.7% | $4,906-98.4% | $110-27.5% |