Filed May 10, 2005 (most recent of 3 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 5-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 INS & ANNUITY Service code 13 · EIN 06-1050034 | Contract Administrator | $295,400 |
MERCER2+ years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $52,500 |
EBERTS & HARRISON1 year Filed as: EBERTS AND HARRISON, INC Service code 23 · EIN 52-0816262 | Insurance services | $15,650 |
Filed as: PRUDENTIAL INS CO OF AMERICA Service code 64 · EIN 22-1211670 | Recordkeeping Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,129 | $84,572-84.5% | $68,791-80.9% | $78,044-83.2% |
| Participation rate | 85.7% | 73.3%+12.4pp | 69.0%+16.7pp | 74.4%+11.3pp |
| Annual return | -9.89% | -13.88%+4.0pp | -6.38%-3.5pp | 10.87%-20.8pp |
| Employer contribution / active EE | $0 | $3,358-100.0% | $2,655-100.0% | $3,125-100.0% |
| Participant deferral / active EE | $3,461 | $4,666-25.8% | $3,941-12.2% | $5,084-31.9% |
| Admin fee / account holder | $48 | $90-46.8% | $4,932-99.0% | $79-39.5% |