Filed August 6, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 12 · EIN 06-1050034 | Claims processing | $159,846 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPFINANCIAL PARTNERS LLP Service code 28 · EIN 26-0058143 | Investment Management | $37,500 |
UHY LLP2+ years Service code 10 · EIN 20-0694403 | Accounting | $12,151 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $35,636-100.0% | $442,730-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 1.8%-1.8pp |
| Annual return | 6.78% | 4.38%+2.4pp | 4.72%+2.1pp | 7.18%-0.4pp |
| Employer contribution / active EE | $8,110 | $13,406-39.5% | $30,821-73.7% | $13,095-38.1% |
| Participant deferral / active EE | $0 | $1,941-100.0% | $113-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $2,146-100.0% | $362-100.0% |