Filed January 15, 2007 (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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $159,603 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $1,983 |
Filed as: LOCKTON COMPANIES Service code 56 · EIN 20-3354970 | Non-monetary compensation | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,362 | $61,756+91.7% | $70,092+68.9% | $77,904+51.9% |
| Participation rate | 96.9% | 79.9%+17.0pp | 70.5%+26.5pp | 73.7%+23.2pp |
| Annual return | -15.01% | -11.86%-3.1pp | 190.73%-205.7pp | 12.21%-27.2pp |
| Employer contribution / active EE | $3,042 | $2,706+12.4% | $2,559+18.9% | $2,848+6.8% |
| Participant deferral / active EE | $7,822 | $3,977+96.7% | $3,849+103.2% | $4,806+62.8% |
| Admin fee / account holder | $112 | $101+10.3% | $6,267-98.2% | $133-15.7% |