Filed November 17, 2004
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 INSURANCE Service code 13 · EIN 06-1050034 | Contract Administrator | $49,809 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 28 · EIN 51-0492818 | Investment Management | $15,000 |
BDO USA, LLP2+ years Service code 10 · EIN 13-5381590 | Accounting | $9,121 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $52,729-100.0% | $151,941-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 12.6%-12.6pp |
| Annual return | 2.11% | 4.69%-2.6pp | 5.44%-3.3pp | 4.56%-2.5pp |
| Employer contribution / active EE | $13,105 | $15,631-16.2% | $25,481-48.6% | $15,526-15.6% |
| Participant deferral / active EE | $0 | $53-100.0% | $65-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $11,765-100.0% | $1,711-100.0% |