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 |
|---|---|---|
CERITY PARTNERS3 years Filed as: CERITY PARTNERS RETIREMENT SERVICES Service code 27 · EIN 27-1180831 | Advisory (Plan) | $170,200 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $153,808 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $54,783 |
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 | $105,484 | $45,000+134.4% | $143,757-26.6% | $77,904+35.4% |
| Participation rate | 65.7% | 66.8%-1.1pp | 80.3%-14.6pp | 73.7%-8.0pp |
| Annual return | -13.55% | 29.03%-42.6pp | -0.04%-13.5pp | 12.21%-25.8pp |
| Employer contribution / active EE | $1,521 | $1,870-18.6% | $4,951-69.3% | $2,848-46.6% |
| Participant deferral / active EE | $4,888 | $3,157+54.8% | $5,637-13.3% | $4,806+1.7% |
| Admin fee / account holder | $178 | $98+81.1% | $14,673-98.8% | $133+34.5% |