Filed August 28, 1998
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 RTIRMENT INSURANCE AND Service code 13 · EIN 06-1050034 | Contract Administrator | $195,731 |
NFP RETIREMENT INC1 year Filed as: NFP RETREMENT, IN. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $20,004 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,488 | $82,783+73.3% | $133,956+7.1% | $90,288+58.9% |
| Participation rate | 100.0% | 81.3%+18.7pp | 79.8%+20.2pp | 73.4%+26.6pp |
| Annual return | 17.60% | 21.89%-4.3pp | 45.09%-27.5pp | 53.97%-36.4pp |
| Employer contribution / active EE | $4,947 | $2,388+107.2% | $3,919+26.3% | $2,524+96.0% |
| Participant deferral / active EE | $9,039 | $4,291+110.7% | $5,048+79.1% | $4,232+113.6% |
| Admin fee / account holder | $142 | $93+52.6% | $8,927-98.4% | $114+24.2% |