Filed November 4, 2004 (most recent of 4 filings on file)
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 INSURANCE COMPANY OF AME Service code 13 · EIN 22-1211670 | Contract Administrator | $226,743 |
CERITY PARTNERS1 year Filed as: CERITY PARTNERS RETIREMENT SERVICES Service code 27 · EIN 27-1180831 | Advisory (Plan) | $170,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $111,876 | $56,095+99.4% | $178,490-37.3% | $90,288+23.9% |
| Participation rate | 69.9% | 65.6%+4.4pp | 81.9%-12.0pp | 73.4%-3.4pp |
| Annual return | 15.20% | 28.81%-13.6pp | 151.07%-135.9pp | 53.97%-38.8pp |
| Employer contribution / active EE | $1,320 | $1,572-16.0% | $5,011-73.6% | $2,524-47.7% |
| Participant deferral / active EE | $4,495 | $2,669+68.5% | $5,202-13.6% | $4,232+6.2% |
| Admin fee / account holder | $170 | $101+68.4% | $13,984-98.8% | $114+48.6% |