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 | $63,527 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $42,667 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,950 | $111,491-1.4% | $189,513-42.0% | $86,799+26.7% |
| Participation rate | 98.3% | 87.3%+10.9pp | 87.8%+10.5pp | 72.3%+26.0pp |
| Annual return | 15.98% | 83.50%-67.5pp | 555.15%-539.2pp | 97.91%-81.9pp |
| Employer contribution / active EE | $4,304 | $3,951+8.9% | $6,162-30.2% | $2,405+78.9% |
| Participant deferral / active EE | $11,360 | $6,437+76.5% | $8,221+38.2% | $4,131+175.0% |
| Admin fee / account holder | $247 | $189+31.0% | $12,045-97.9% | $170+45.7% |