Filed September 22, 1992 (most recent of 2 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 |
|---|---|---|
FUND DIRECT ADVISORS1+ years Filed as: FUND EVALUATION GROUP, LLC Service code 16 · EIN 01-0694771 | Consulting | $37,557 |
Filed as: THE PRUDENTIAL INS. CO. OF AMERICA Service code 13 · EIN 22-1211670 | Contract Administrator | $31,403 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,954 | $72,770-34.1% | $67,652-29.1% | $55,191-13.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 69.2%+30.8pp |
| Annual return | 6.32% | -3.26%+9.6pp | 6625.04%-6618.7pp | 10.78%-4.5pp |
| Employer contribution / active EE | $2,664 | $1,769+50.5% | $2,266+17.6% | $1,899+40.3% |
| Participant deferral / active EE | $2,504 | $3,408-26.5% | $3,560-29.7% | $3,046-17.8% |
| Admin fee / account holder | $58 | $79-25.9% | $4,821-98.8% | $91-35.7% |