Filed May 10, 2006 (most recent of 3 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 |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 12 · EIN 06-1050034 | Investment management; Account mainte... | $131,211 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,302 | $53,136-16.6% | $155,509-71.5% | $199,593-77.8% |
| Participation rate | 96.1% | 64.1%+32.0pp | 78.2%+17.9pp | 72.0%+24.1pp |
| Annual return | 15.87% | 41.15%-25.3pp | 64.67%-48.8pp | 34.25%-18.4pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $5,874 | $3,161+85.8% | $5,626+4.4% | $5,087+15.5% |
| Admin fee / account holder | $39 | $185-79.0% | $15,912-99.8% | $269-85.5% |