Filed June 8, 2009 (most recent of 2 filings on file)
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 9-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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Service code 27 · EIN 13-2655998 | Advisory (Plan) | $37,500 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $14,125 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF 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 | $87,238 | $80,211+8.8% | $74,183+17.6% | $63,975+36.4% |
| Participation rate | 74.9% | 84.2%-9.3pp | 76.6%-1.8pp | 71.1%+3.7pp |
| Annual return | 15.84% | 14.13%+1.7pp | 17.74%-1.9pp | 48.65%-32.8pp |
| Employer contribution / active EE | $1,894 | $2,553-25.8% | $2,370-20.1% | $2,182-13.2% |
| Participant deferral / active EE | $3,981 | $4,370-8.9% | $3,550+12.2% | $3,356+18.6% |
| Admin fee / account holder | $20 | $67-70.0% | $5,586-99.6% | $70-71.4% |