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 |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 13 · EIN 06-1050034 | Contract Administrator | $18,386 |
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 | $196,475 | $66,601+195.0% | $92,893+111.5% | $67,579+190.7% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 14.86% | 92.58%-77.7pp | 109.41%-94.6pp | 378.56%-363.7pp |
| Employer contribution / active EE | $8,969 | $2,775+223.1% | $3,653+145.5% | $2,148+317.6% |
| Participant deferral / active EE | $6,549 | $3,157+107.5% | $4,236+54.6% | $3,539+85.0% |
| Admin fee / account holder | $43 | $199-78.4% | $5,794-99.3% | $142-69.8% |