Filed March 10, 1995
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 6-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 INSURANCE COMPANY OF AME Service code 13 · EIN 22-1211670 | Contract Administrator | $79,252 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 15 · EIN 36-4001764 | Recordkeeping | $51,634 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $16,204 |
Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,570 | $79,519+39.0% | $95,952+15.2% | $73,409+50.6% |
| Participation rate | 100.0% | 81.2%+18.8pp | 77.1%+22.9pp | 72.2%+27.8pp |
| Annual return | 10.91% | 19.20%-8.3pp | 91.61%-80.7pp | 59.29%-48.4pp |
| Employer contribution / active EE | $3,081 | $2,048+50.4% | $2,541+21.2% | $2,234+37.9% |
| Participant deferral / active EE | $5,018 | $4,138+21.3% | $4,167+20.4% | $3,805+31.9% |
| Admin fee / account holder | $286 | $184+55.3% | $6,795-95.8% | $158+81.3% |