Filed March 4, 2008
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: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $169,624 |
THE CENTURION GROUP, LLC5+ years Filed as: CENTURION GROUP, LLC Service code 27 · EIN 20-8394397 | Advisory (Plan) | $102,666 |
MMA SECURITIES LLC1 year Filed as: NIA SECURITIES, LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $33,747 |
BAKER TILLY US, LLP4 years Filed as: BAKER TILLEY VIRCHOW KRAUSE LLP Service code 49 · EIN 22-1211670 | Other Services | $11,550 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,446 | $47,456+54.8% | $172,739-57.5% | $77,787-5.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 82.6%+17.4pp | 73.2%+26.8pp |
| Annual return | 22.30% | 35.57%-13.3pp | 802.84%-780.5pp | 32.57%-10.3pp |
| Employer contribution / active EE | $1,508 | $1,574-4.2% | $5,143-70.7% | $2,504-39.8% |
| Participant deferral / active EE | $5,069 | $2,560+98.1% | $5,198-2.5% | $3,967+27.8% |
| Admin fee / account holder | $72 | $81-11.3% | $13,954-99.5% | $100-28.4% |