Filed September 25, 2014
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 | $122,906 |
Service code 16 · EIN 84-4826355 | Consulting | $62,500 |
CARON & BLETZER, PLLC5 years Service code 10 · EIN 04-3499945 | Accounting | $10,400 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,199 | $66,528+85.2% | $86,874+41.8% | $86,799+41.9% |
| Participation rate | 64.4% | 72.4%-8.0pp | 71.6%-7.3pp | 72.3%-7.9pp |
| Annual return | 11.71% | 19.56%-7.8pp | 63.52%-51.8pp | 97.91%-86.2pp |
| Employer contribution / active EE | $1,643 | $2,007-18.1% | $2,495-34.2% | $2,405-31.7% |
| Participant deferral / active EE | $3,817 | $3,240+17.8% | $3,699+3.2% | $4,131-7.6% |
| Admin fee / account holder | $406 | $148+173.8% | $5,828-93.0% | $170+139.2% |