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 | $3,262 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 33 · EIN 13-2655998 | Securities brokerage; Securities brok... | $0 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $0 |
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 | $60,165 | $71,192-15.5% | $117,854-48.9% | $62,292-3.4% |
| Participation rate | 97.4% | 74.2%+23.2pp | 79.7%+17.8pp | 69.5%+27.9pp |
| Annual return | 14.55% | 18.66%-4.1pp | 335.08%-320.5pp | 28.90%-14.3pp |
| Employer contribution / active EE | $1,159 | $1,934-40.1% | $3,786-69.4% | $2,042-43.3% |
| Participant deferral / active EE | $4,830 | $3,189+51.5% | $4,482+7.8% | $3,169+52.4% |
| Admin fee / account holder | $19 | $587-96.8% | $8,020-99.8% | $479-96.0% |