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 | Sales loads (front end and deferred);... | $96,396 |
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 | $24,347 | $45,382-46.4% | $154,107-84.2% | $75,289-67.7% |
| Participation rate | 97.3% | 65.9%+31.4pp | 83.0%+14.2pp | 72.4%+24.8pp |
| Annual return | -4.74% | -0.47%-4.3pp | 735.12%-739.9pp | -0.04%-4.7pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $4,052 | $2,384+70.0% | $5,081-20.2% | $3,739+8.4% |
| Admin fee / account holder | $41 | $89-54.6% | $13,411-99.7% | $102-60.3% |