Filed February 16, 1996
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 |
|---|---|---|
BUKATY COMPANIES O'RENICK WEALTH2+ years Service code 27 · EIN 43-1451524 | Advisory (Plan) | $34,573 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $7,424 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,294 | $39,819+43.9% | $67,834-15.5% | $57,658-0.6% |
| Participation rate | 39.4% | 61.2%-21.8pp | 68.8%-29.4pp | 70.2%-30.8pp |
| Annual return | 7.30% | 9.19%-1.9pp | 138.47%-131.2pp | 5.13%+2.2pp |
| Employer contribution / active EE | $633 | $1,277-50.5% | $2,403-73.7% | $1,974-68.0% |
| Participant deferral / active EE | $2,299 | $2,209+4.1% | $3,160-27.2% | $3,061-24.9% |
| Admin fee / account holder | $126 | $84+51.1% | $4,622-97.3% | $95+33.6% |