Filed August 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 |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: INDEPENDENT FINANACIAL PARTNERS FBO Service code 16 · EIN 59-3331424 | Consulting | $118,013 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $35,192 |
RUDD & COMPANY PLLC1+ years Service code 27 · EIN 82-0467399 | Advisory (Plan) | $8,000 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,875 | $32,913-0.1% | $80,004-58.9% | $59,188-44.5% |
| Participation rate | 77.4% | 56.9%+20.5pp | 73.0%+4.4pp | 69.4%+7.9pp |
| Annual return | -0.43% | 1.16%-1.6pp | 7.63%-8.1pp | 5.51%-5.9pp |
| Employer contribution / active EE | $1,097 | $789+39.0% | $2,473-55.7% | $2,098-47.7% |
| Participant deferral / active EE | $2,112 | $1,686+25.2% | $3,204-34.1% | $3,265-35.3% |
| Admin fee / account holder | $85 | $40+112.2% | $5,033-98.3% | $92-7.8% |