Filed September 23, 1999
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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS AND ANN Service code 13 · EIN 06-1050034 | Contract Administrator | $895,463 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $121,059 |
DOERENMAYHEW7+ years Service code 10 · EIN 36-4745545 | Accounting | $15,850 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,134 | $101,517-85.1% | $98,755-84.7% | $101,517-85.1% |
| Participation rate | 97.2% | 74.6%+22.6pp | 65.7%+31.5pp | 74.6%+22.6pp |
| Annual return | 14.65% | 21.00%-6.3pp | 49.91%-35.3pp | 21.00%-6.3pp |
| Employer contribution / active EE | $489 | $2,973-83.5% | $2,067-76.3% | $2,973-83.5% |
| Participant deferral / active EE | $2,391 | $4,873-50.9% | $3,035-21.2% | $4,873-50.9% |
| Admin fee / account holder | $72 | $139-48.3% | $4,076-98.2% | $139-48.3% |