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 | $20,455 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,051 | $92,971+130.2% | $96,683+121.4% | $74,419+187.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 13.82% | 37.49%-23.7pp | 35.69%-21.9pp | 34.38%-20.6pp |
| Employer contribution / active EE | $9,639 | $3,426+181.4% | $3,737+158.0% | $2,637+265.5% |
| Participant deferral / active EE | $7,436 | $3,970+87.3% | $4,878+52.4% | $4,528+64.2% |
| Admin fee / account holder | $42 | $633-93.4% | $6,730-99.4% | $348-88.0% |