Filed June 20, 2002
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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $66,452 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $47,073 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $103,598 | $79,523+30.3% | $140,016-26.0% | $56,287+84.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -5.69% | 2.39%-8.1pp | 651.12%-656.8pp | -9.96%+4.3pp |
| Employer contribution / active EE | $4,295 | $3,350+28.2% | $5,606-23.4% | $2,111+103.5% |
| Participant deferral / active EE | $11,466 | $5,129+123.6% | $6,927+65.5% | $3,350+242.3% |
| Admin fee / account holder | $465 | $614-24.3% | $10,705-95.7% | $521-10.8% |