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 13 · EIN 06-1050034 AND ANNUITY COMPANY · BROOKHAVEN, NY 11719 | Contract Administrator | $385,083 |
Filed as: QDRO CONSULTANTS Service code 15 · EIN 34-1820650 3071 PEARL RD · MEDINA, OH 44256 | Recordkeeping | $9,200 |
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 | $153,881 | $103,482+48.7% | $112,887+36.3% | $103,482+48.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 80.5%+19.5pp | 73.3%+26.7pp |
| Annual return | 19.10% | 33.11%-14.0pp | 34.10%-15.0pp | 33.11%-14.0pp |
| Employer contribution / active EE | $6,252 | $3,208+94.9% | $4,563+37.0% | $3,208+94.9% |
| Participant deferral / active EE | $7,553 | $5,207+45.0% | $6,513+16.0% | $5,207+45.0% |
| Admin fee / account holder | $50 | $114-56.2% | $7,047-99.3% | $114-56.2% |