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 | $99,331 |
Service code 27 · EIN 84-4826355 | Advisory (Plan) | $37,500 |
CARON & BLETZER, PLLC6 years Service code 10 · EIN 04-3499945 | Accounting | $11,100 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,902 | $56,503+82.1% | $70,092+46.8% | $64,808+58.8% |
| Participation rate | 61.8% | 70.5%-8.7pp | 70.5%-8.7pp | 71.5%-9.7pp |
| Annual return | -14.35% | -13.44%-0.9pp | 190.73%-205.1pp | 32.82%-47.2pp |
| Employer contribution / active EE | $1,702 | $2,046-16.8% | $2,559-33.5% | $2,506-32.1% |
| Participant deferral / active EE | $3,975 | $3,389+17.3% | $3,849+3.3% | $4,310-7.8% |
| Admin fee / account holder | $229 | $160+42.9% | $6,267-96.3% | $188+22.0% |