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. $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 |
|---|---|---|
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% |