Filed August 14, 2009
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: PRUDNTIAL RETIREMENTINSURACE AND Service code 13 · EIN 06-1050034 | Contract Administrator | $63,928 |
MMA SECURITIES LLC1 year Filed as: MMA SCURITIESLLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $21,564 |
CITRIN COOPERMAN1 year Filed as: CITRI COPERMN Service code 10 · EIN 22-2428965 | Accounting | $7,000 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,677 | $79,519+44.2% | $95,952+19.5% | $73,409+56.2% |
| Participation rate | 46.8% | 81.2%-34.4pp | 77.1%-30.3pp | 72.2%-25.4pp |
| Annual return | 12.74% | 19.20%-6.5pp | 91.61%-78.9pp | 59.29%-46.6pp |
| Employer contribution / active EE | $1,056 | $2,048-48.4% | $2,541-58.4% | $2,234-52.7% |
| Participant deferral / active EE | $2,467 | $4,138-40.4% | $4,167-40.8% | $3,805-35.2% |
| Admin fee / account holder | $123 | $184-33.3% | $6,795-98.2% | $158-22.2% |