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 27 · EIN 61-1758632 | Advisory (Plan) | $51,136 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $41,945 |
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.)
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 | $133,024 | $98,982+34.4% | $162,163-18.0% | $65,185+104.1% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 24.85% | 24.84%0pp | 115.59%-90.7pp | 29.38%-4.5pp |
| Employer contribution / active EE | $4,347 | $3,467+25.4% | $5,614-22.6% | $2,177+99.7% |
| Participant deferral / active EE | $13,307 | $5,384+147.1% | $7,298+82.3% | $3,514+278.7% |
| Admin fee / account holder | $784 | $596+31.5% | $10,843-92.8% | $847-7.4% |