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 WEALTH3+ years Service code 27 · EIN 43-1451524 | Advisory (Plan) | $40,961 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $6,770 |
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.
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 | $62,981 | $44,059+42.9% | $71,671-12.1% | $69,631-9.6% |
| Participation rate | 42.5% | 60.8%-18.3pp | 68.7%-26.3pp | 70.7%-28.2pp |
| Annual return | 17.09% | 21.97%-4.9pp | 20.65%-3.6pp | 27571.02%-27553.9pp |
| Employer contribution / active EE | $688 | $1,305-47.2% | $2,460-72.0% | $2,032-66.1% |
| Participant deferral / active EE | $2,558 | $2,370+7.9% | $3,438-25.6% | $3,224-20.7% |
| Admin fee / account holder | $129 | $108+19.9% | $5,558-97.7% | $110+16.9% |