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) | $53,548 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $50,205 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,503 | $136,307-19.7% | $177,821-38.4% | $73,488+49.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 39.72% | 18.68%+21.0pp | 48.32%-8.6pp | 28.51%+11.2pp |
| Employer contribution / active EE | $4,407 | $3,712+18.7% | $5,918-25.5% | $2,270+94.1% |
| Participant deferral / active EE | $11,500 | $5,829+97.3% | $7,714+49.1% | $3,740+207.5% |
| Admin fee / account holder | $290 | $596-51.2% | $12,427-97.7% | $513-43.4% |