Filed January 18, 2006 (most recent of 2 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: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $2,554 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 33 · EIN 13-2655998 | Securities brokerage commissions and ... | $0 |
Service code 15 · EIN 06-1211670 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $62,562 | $63,924-2.1% | $108,579-42.4% | $55,167+13.4% |
| Participation rate | 84.6% | 74.3%+10.2pp | 79.6%+5.0pp | 69.0%+15.6pp |
| Annual return | 5.25% | 15.31%-10.1pp | -51.70%+56.9pp | 169.23%-164.0pp |
| Employer contribution / active EE | $978 | $1,879-47.9% | $3,758-74.0% | $1,963-50.1% |
| Participant deferral / active EE | $3,805 | $3,067+24.1% | $4,311-11.7% | $3,054+24.6% |
| Admin fee / account holder | $16 | $618-97.3% | $7,645-99.8% | $504-96.7% |