Filed August 20, 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 |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $24,516 |
NFP RETIREMENT INC5+ years Filed as: NFP RETIREMENT, INC Service code 16 · EIN 33-0905143 | Consulting | $9,168 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,756 | $72,066-18.5% | $81,930-28.3% | $90,288-34.9% |
| Participation rate | 53.3% | 78.9%-25.6pp | 72.0%-18.6pp | 73.4%-20.0pp |
| Annual return | 8.23% | 15.92%-7.7pp | 29.49%-21.3pp | 53.97%-45.7pp |
| Employer contribution / active EE | $251 | $2,335-89.3% | $4,310-94.2% | $2,524-90.1% |
| Participant deferral / active EE | $2,356 | $3,557-33.8% | $7,107-66.8% | $4,232-44.3% |
| Admin fee / account holder | $43 | $92-53.5% | $5,158-99.2% | $114-62.3% |