Filed August 11, 2012
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 |
|---|---|---|
PRUCO SECURITIES, LLC5 years Filed as: PRUCO SECURITIES LLC Service code 55 213 WASHINGTON ST 17TH FL · NEWARK, NJ 07102 | Other Commissions | $71,783 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,117 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,839 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,334 | $53,165+17.2% | $86,188-27.7% | $74,419-16.2% |
| Participation rate | 97.6% | 64.9%+32.8pp | 69.0%+28.7pp | 70.7%+26.9pp |
| Annual return | 17.77% | 22.64%-4.9pp | 1168.45%-1150.7pp | 34.38%-16.6pp |
| Employer contribution / active EE | $2,746 | $1,210+127.0% | $2,380+15.4% | $2,637+4.1% |
| Participant deferral / active EE | $4,048 | $3,234+25.2% | $3,985+1.6% | $4,528-10.6% |
| Admin fee / account holder | $55 | $551-90.0% | $6,852-99.2% | $348-84.1% |