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 | $259,671 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $491 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,354 | $45,000+0.8% | $143,757-68.5% | $77,904-41.8% |
| Participation rate | 95.6% | 66.8%+28.8pp | 80.3%+15.3pp | 73.7%+21.9pp |
| Annual return | -17.35% | 29.03%-46.4pp | -0.04%-17.3pp | 12.21%-29.6pp |
| Employer contribution / active EE | $1,239 | $1,870-33.7% | $4,951-75.0% | $2,848-56.5% |
| Participant deferral / active EE | $4,043 | $3,157+28.1% | $5,637-28.3% | $4,806-15.9% |
| Admin fee / account holder | $64 | $98-34.8% | $14,673-99.6% | $133-51.6% |