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 |
|---|---|---|
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $49,998 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $37,888 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $33,269 |
RUDD & COMPANY PLLC3+ years Service code 27 · EIN 82-0467399 | Advisory (Plan) | $8,000 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $37,652 | $37,245+1.1% | $94,993-60.4% | $77,958-51.7% |
| Participation rate | 100.0% | 56.5%+43.5pp | 73.9%+26.1pp | 71.6%+28.4pp |
| Annual return | 18.00% | 22.72%-4.7pp | 27.12%-9.1pp | 20.87%-2.9pp |
| Employer contribution / active EE | $782 | $894-12.5% | $2,603-70.0% | $2,310-66.1% |
| Participant deferral / active EE | $2,900 | $1,828+58.6% | $3,317-12.6% | $3,537-18.0% |
| Admin fee / account holder | $73 | $59+23.9% | $4,960-98.5% | $97-24.8% |