Filed August 8, 2006 (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 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 | $104,705 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $56,000 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $178,470 | $51,620+245.7% | $90,281+97.7% | $65,185+173.8% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | 18.58% | 24.94%-6.4pp | 78.10%-59.5pp | 29.38%-10.8pp |
| Employer contribution / active EE | $9,385 | $2,235+320.0% | $2,854+228.8% | $2,177+331.2% |
| Participant deferral / active EE | $11,144 | $2,871+288.2% | $3,885+186.8% | $3,514+217.1% |
| Admin fee / account holder | $558 | $384+45.3% | $5,351-89.6% | $847-34.1% |