Filed October 30, 2014
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 RETIREMENT INS & ANNUITY Service code 13 · EIN 06-1050034 | Contract Administrator | $577,497 |
COMMONWEALTH FINANCIAL NETWORK4+ years Filed as: COMMONWEALTH FINANCIAL NETWORK, INC Service code 27 · EIN 04-2675571 | Advisory (Plan) | $83,543 |
Filed as: STEVEN DURAN Service code 56 JACK HENRY ASSOCIATES, INC · ALLEN, TX 75013 | Non-monetary compensation | $0 |
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 | $124,853 | $95,048+31.4% | $141,162-11.6% | $82,204+51.9% |
| Participation rate | 95.6% | 73.7%+21.9pp | 82.5%+13.1pp | 73.4%+22.2pp |
| Annual return | 21.60% | 26.89%-5.3pp | 71.39%-49.8pp | 26.31%-4.7pp |
| Employer contribution / active EE | $3,614 | $2,921+23.7% | $4,735-23.7% | $2,707+33.5% |
| Participant deferral / active EE | $6,732 | $5,907+14.0% | $6,709+0.3% | $4,246+58.6% |
| Admin fee / account holder | $92 | $78+18.3% | $10,261-99.1% | $76+21.5% |