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 | $18,829 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK & TRUST COMPANY Service code 28 · EIN 04-1867445 | Investment Management | $702 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,634 | $106,236+82.3% | $112,228+72.5% | $64,808+198.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -11.60% | -6.02%-5.6pp | 27.45%-39.0pp | 32.82%-44.4pp |
| Employer contribution / active EE | $9,287 | $3,166+193.3% | $3,635+155.5% | $2,506+270.6% |
| Participant deferral / active EE | $7,103 | $3,785+87.6% | $4,728+50.2% | $4,310+64.8% |
| Admin fee / account holder | $40 | $452-91.1% | $6,410-99.4% | $188-78.7% |