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 | $17,513 |
Filed as: STATE STREET BANK & TRUST COMPANY Service code 28 · EIN 04-1867445 | Investment Management | $491 |
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 | $234,943 | $78,275+200.2% | $109,143+115.3% | $86,799+170.7% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 11.78% | 19.14%-7.4pp | 25.75%-14.0pp | 97.91%-86.1pp |
| Employer contribution / active EE | $9,553 | $3,105+207.7% | $3,722+156.7% | $2,405+297.2% |
| Participant deferral / active EE | $8,099 | $3,641+122.4% | $4,653+74.0% | $4,131+96.0% |
| Admin fee / account holder | $41 | $198-79.3% | $6,752-99.4% | $170-75.7% |