Filed March 1, 2002
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: EMPOWER ANNUITY INSURANCE COMPANY Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $275,837 |
Service code 27 95 S MAIN ST · YARDLEY, PA 19067 | Advisory (Plan) | $60,000 |
EISNERAMPER LLP10+ years Filed as: EISNERAMPER, LLP Service code 10 · EIN 87-1363769 | Accounting | $24,150 |
Filed as: PRUDENTIAL RETIRE INS.& ANNUITY CO. Service code 15 · EIN 06-1050034 | Recordkeeping | $20,089 |
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: THE PRUDENTIAL INS.COMPANY OF AMER. Service code 72 | Other investment fees and expenses | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,220 | $241,101-52.6% | $103,333+10.5% | $199,593-42.8% |
| Participation rate | 91.0% | 78.3%+12.7pp | 74.5%+16.5pp | 72.0%+19.0pp |
| Annual return | 15.15% | 17.80%-2.6pp | 24.88%-9.7pp | 34.25%-19.1pp |
| Employer contribution / active EE | $3,881 | $4,244-8.6% | $3,868+0.3% | $3,034+27.9% |
| Participant deferral / active EE | $8,180 | $3,958+106.7% | $5,057+61.7% | $5,087+60.8% |
| Admin fee / account holder | $60 | $288-79.3% | $8,355-99.3% | $269-77.8% |