Filed March 27, 2012
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 RET. INS. AND ANNUITY CO Service code 13 · EIN 06-1050034 | Contract Administrator | $129,243 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $77,401 |
MCKONLY & ASBURY LLP1 year Filed as: MCKONLEY & ASBURY Service code 10 · EIN 23-1909723 415 FALLOWFIELD ROAD · CAMP HILL, PA 17011 | Accounting | $14,248 |
Filed as: PRUDENTIAL INSURANCE CO OF AMER. Service code 15 · EIN 22-1211670 | Recordkeeping | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,965 | $45,000+19.9% | $143,757-62.5% | $77,904-30.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 80.3%+19.7pp | 73.7%+26.3pp |
| Annual return | -16.26% | 29.03%-45.3pp | -0.04%-16.2pp | 12.21%-28.5pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,951-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,637-100.0% | $4,806-100.0% |
| Admin fee / account holder | $166 | $98+69.1% | $14,673-98.9% | $133+25.5% |