Filed August 23, 1999
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 |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: INDEPENDENT FINANACIAL PARTNERS FBO Service code 27 · EIN 59-3331424 | Advisory (Plan) | $99,996 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $36,574 |
RUDD & COMPANY PLLC2+ years Service code 27 · EIN 82-0467399 | Advisory (Plan) | $8,000 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,460 | $35,600-8.8% | $87,507-62.9% | $63,975-49.3% |
| Participation rate | 100.0% | 56.1%+43.9pp | 73.8%+26.2pp | 71.1%+28.9pp |
| Annual return | 5.73% | 17.86%-12.1pp | 12.21%-6.5pp | 48.65%-42.9pp |
| Employer contribution / active EE | $714 | $854-16.3% | $2,550-72.0% | $2,182-67.3% |
| Participant deferral / active EE | $2,658 | $1,660+60.1% | $3,149-15.6% | $3,356-20.8% |
| Admin fee / account holder | $80 | $51+57.1% | $4,221-98.1% | $70+13.2% |