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 | $355,800 |
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 99 HIGH STREET · BOSTON, MA 02110 | Advisory (Plan) | $70,560 |
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 | $129,483 | $78,044+65.9% | $93,789+38.1% | $78,044+65.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 81.0%+19.0pp | 74.4%+25.6pp |
| Annual return | -15.76% | 10.87%-26.6pp | -11.33%-4.4pp | 10.87%-26.6pp |
| Employer contribution / active EE | $5,832 | $3,125+86.7% | $4,323+34.9% | $3,125+86.7% |
| Participant deferral / active EE | $7,132 | $5,084+40.3% | $6,094+17.0% | $5,084+40.3% |
| Admin fee / account holder | $56 | $79-29.2% | $7,195-99.2% | $79-29.2% |