Filed October 7, 2016 (most recent of 3 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 RETIRE INSURANCE COMPANY Service code 13 · EIN 06-1050034 | Contract Administrator | $125,026 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL NICOLAUS & COMPANY Service code 27 · EIN 43-0538770 | Advisory (Plan) | $46,887 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,955 | $48,064-21.0% | $78,778-51.8% | $69,631-45.5% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.2%+30.8pp | 70.7%+29.3pp |
| Annual return | 12.80% | 21.81%-9.0pp | 35.62%-22.8pp | 27571.02%-27558.2pp |
| Employer contribution / active EE | $746 | $744+0.4% | $1,986-62.4% | $2,032-63.3% |
| Participant deferral / active EE | $2,266 | $2,079+9.0% | $2,958-23.4% | $3,224-29.7% |
| Admin fee / account holder | $210 | $152+38.1% | $5,134-95.9% | $110+90.1% |