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 27 · EIN 84-4826355 | Advisory (Plan) | $62,500 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $56,414 |
CARON & BLETZER, PLLC7 years Service code 10 · EIN 04-3499945 | Accounting | $13,000 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $109,948 | $69,823+57.5% | $77,163+42.5% | $74,419+47.7% |
| Participation rate | 62.7% | 70.0%-7.4pp | 69.6%-6.9pp | 70.7%-8.1pp |
| Annual return | 11.75% | 19.98%-8.2pp | 37.87%-26.1pp | 34.38%-22.6pp |
| Employer contribution / active EE | $1,800 | $2,150-16.3% | $2,535-29.0% | $2,637-31.8% |
| Participant deferral / active EE | $4,261 | $3,558+19.8% | $3,833+11.2% | $4,528-5.9% |
| Admin fee / account holder | $203 | $398-49.0% | $5,472-96.3% | $348-41.7% |