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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $77,876 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $22,313 |
CITRIN COOPERMAN1 year Service code 10 · EIN 22-2428965 | Accounting | $12,750 |
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.
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 | $120,994 | $185,342-34.7% | $111,297+8.7% | $86,799+39.4% |
| Participation rate | 45.7% | 81.0%-35.2pp | 77.3%-31.6pp | 72.3%-26.5pp |
| Annual return | 10.14% | 500.80%-490.7pp | 54.65%-44.5pp | 97.91%-87.8pp |
| Employer contribution / active EE | $1,094 | $2,246-51.3% | $2,731-59.9% | $2,405-54.5% |
| Participant deferral / active EE | $2,459 | $4,458-44.9% | $4,487-45.2% | $4,131-40.5% |
| Admin fee / account holder | $128 | $255-49.8% | $7,964-98.4% | $170-24.4% |