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 | $2,245 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 33 · EIN 13-2655998 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,924 | $107,378-42.3% | $108,579-43.0% | $57,658+7.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 79.6%+20.4pp | 70.2%+29.8pp |
| Annual return | 6.40% | 12.80%-6.4pp | -51.70%+58.1pp | 5.13%+1.3pp |
| Employer contribution / active EE | $2,669 | $1,782+49.8% | $3,758-29.0% | $1,974+35.2% |
| Participant deferral / active EE | $8,177 | $3,221+153.9% | $4,311+89.7% | $3,061+167.2% |
| Admin fee / account holder | $7 | $108-93.4% | $7,645-99.9% | $95-92.5% |