Filed September 25, 2008
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 |
|---|---|---|
PRUCO SECURITIES, LLC3+ years Filed as: PRUCO SECURITIES LLC Service code 55 213 WASHINGTON ST 17TH FL · NEWARK, NJ 07102 | Other Commissions | $20,185 |
Service code 64 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,838 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,624 |
MMA SECURITIES LLC1 year Filed as: MMC SECURITIES LLC Service code 55 1166 AVE OF THE AMERICAS 22ND FL · NEW YORK, NY 10036 | Other Commissions | $1,534 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,516 | $63,299-12.3% | $91,001-39.0% | $62,292-10.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 15.59% | 20.99%-5.4pp | 4.60%+11.0pp | 28.90%-13.3pp |
| Employer contribution / active EE | $2,600 | $1,807+43.9% | $2,456+5.9% | $2,042+27.3% |
| Participant deferral / active EE | $3,594 | $2,943+22.1% | $3,547+1.3% | $3,169+13.4% |
| Admin fee / account holder | $98 | $468-79.1% | $5,417-98.2% | $479-79.6% |