Filed May 2, 2016 (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 |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE CO Service code 51 · EIN 22-1211670 | Investment Mgmt Fees | $147,918 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY & CO., INC. Service code 27 · EIN 26-4310632 | Advisory (Plan) | $37,500 |
Filed as: PRUDENTIAL TRUST CO Service code 51 · EIN 23-6994310 | Investment Mgmt Fees | $22,757 |
Service code 37 · EIN 06-1050034 | Loan Processing | $1,800 |
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 | $119,249 | $107,378+11.1% | $108,579+9.8% | $57,658+106.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 79.6%+20.4pp | 70.2%+29.8pp |
| Annual return | 7.71% | 12.80%-5.1pp | -51.70%+59.4pp | 5.13%+2.6pp |
| Employer contribution / active EE | $3,721 | $1,782+108.9% | $3,758-1.0% | $1,974+88.5% |
| Participant deferral / active EE | $9,661 | $3,221+200.0% | $4,311+124.1% | $3,061+215.7% |
| Admin fee / account holder | $4 | $108-96.6% | $7,645-100.0% | $95-96.1% |