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: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $274,285 |
CERITY PARTNERS2 years Filed as: CERITY PARTNERS RETIREMENT SERVICES Service code 27 · EIN 27-1180831 | Advisory (Plan) | $170,200 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,517 | $67,512+85.9% | $185,823-32.5% | $93,030+34.9% |
| Participation rate | 70.0% | 67.1%+2.8pp | 81.7%-11.7pp | 73.9%-3.9pp |
| Annual return | 13.99% | 21.04%-7.0pp | 122.05%-108.1pp | 158.70%-144.7pp |
| Employer contribution / active EE | $1,677 | $1,783-5.9% | $5,167-67.5% | $2,706-38.0% |
| Participant deferral / active EE | $4,945 | $3,035+62.9% | $5,568-11.2% | $4,562+8.4% |
| Admin fee / account holder | $188 | $318-40.9% | $16,237-98.8% | $152+23.9% |