Filed February 22, 2008 (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 |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 10 · EIN 06-1050034 AND ANNUITY COMPANY · BROOKHAVEN, NY 11719 | Accounting | $407,935 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 99 HIGH STREET · BOSTON, MA 02110 | Advisory (Plan) | $72,000 |
Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 27 · EIN 23-0891050 1701 MARKET ST. · PHILADELPHIA, PA 19103 | Advisory (Plan) | $14,666 |
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 | $153,075 | $101,517+50.8% | $119,258+28.4% | $101,517+50.8% |
| Participation rate | 100.0% | 74.6%+25.4pp | 82.7%+17.3pp | 74.6%+25.4pp |
| Annual return | 13.66% | 21.00%-7.3pp | 30.69%-17.0pp | 21.00%-7.3pp |
| Employer contribution / active EE | $5,885 | $2,973+97.9% | $4,384+34.2% | $2,973+97.9% |
| Participant deferral / active EE | $7,306 | $4,873+49.9% | $6,111+19.6% | $4,873+49.9% |
| Admin fee / account holder | $61 | $139-56.3% | $7,226-99.2% | $139-56.3% |