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 | $55,603 |
MMA SECURITIES LLC3 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $23,813 |
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 | $111,285 | $99,078+12.3% | $96,544+15.3% | $74,419+49.5% |
| Participation rate | 53.2% | 80.7%-27.5pp | 76.0%-22.8pp | 70.7%-17.5pp |
| Annual return | 12.05% | 22.48%-10.4pp | 25.84%-13.8pp | 34.38%-22.3pp |
| Employer contribution / active EE | $1,324 | $2,570-48.5% | $2,965-55.3% | $2,637-49.8% |
| Participant deferral / active EE | $2,864 | $4,933-41.9% | $4,851-41.0% | $4,528-36.8% |
| Admin fee / account holder | $159 | $225-29.3% | $8,252-98.1% | $348-54.3% |