Filed December 8, 2011 (most recent of 2 filings on file)
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 |
|---|---|---|
PGIM INVESTMENTS1 year Filed as: PGIM, INC. Service code 13 · EIN 22-2540245 | Contract Administrator | $20,945 |
MERCER3+ years Filed as: MERCER HR SERVICES Service code 15 21520 NETWORK PLACE · CHICAGO, IL 606731215 | Recordkeeping | $13,770 |
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 | $170,585 | $60,545+181.7% | $92,233+84.9% | $69,631+145.0% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 10.16% | 19.71%-9.6pp | 176.28%-166.1pp | 27571.02%-27560.9pp |
| Employer contribution / active EE | $8,033 | $2,633+205.0% | $3,679+118.3% | $2,032+295.3% |
| Participant deferral / active EE | $5,221 | $2,828+84.7% | $3,897+34.0% | $3,224+62.0% |
| Admin fee / account holder | $84 | $145-42.1% | $5,194-98.4% | $110-24.1% |