Filed December 21, 2006
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: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $5,975 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 33 · EIN 13-2655998 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $63,377 | $57,108+11.0% | $94,224-32.7% | $52,331+21.1% |
| Participation rate | 100.0% | 72.9%+27.1pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 1.51% | 1.47%0pp | 10.68%-9.2pp | 4.54%-3.0pp |
| Employer contribution / active EE | $2,302 | $1,735+32.7% | $3,587-35.8% | $1,882+22.4% |
| Participant deferral / active EE | $7,039 | $3,040+131.6% | $4,320+62.9% | $3,022+132.9% |
| Admin fee / account holder | $21 | $546-96.1% | $6,269-99.7% | $592-96.4% |