Filed October 25, 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 | $234,719 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $420 |
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 | $52,893 | $56,095-5.7% | $178,490-70.4% | $90,288-41.4% |
| Participation rate | 97.3% | 65.6%+31.7pp | 81.9%+15.3pp | 73.4%+23.9pp |
| Annual return | 17.55% | 28.81%-11.3pp | 151.07%-133.5pp | 53.97%-36.4pp |
| Employer contribution / active EE | $1,248 | $1,572-20.6% | $5,011-75.1% | $2,524-50.5% |
| Participant deferral / active EE | $3,902 | $2,669+46.2% | $5,202-25.0% | $4,232-7.8% |
| Admin fee / account holder | $64 | $101-36.1% | $13,984-99.5% | $114-43.7% |