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: PRUDENTIAL RETIREMENT INSURANCE Service code 13 · EIN 06-1050034 | Contract Administrator | $32,909 |
NFP RETIREMENT INC5 years Filed as: NFP RETIREMENT, INC. Service code 16 · EIN 33-0905143 | Consulting | $5,156 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,032 | $77,197-20.9% | $86,874-29.7% | $93,030-34.4% |
| Participation rate | 57.5% | 78.2%-20.7pp | 71.6%-14.1pp | 73.9%-16.4pp |
| Annual return | 12.51% | 16.31%-3.8pp | 63.52%-51.0pp | 158.70%-146.2pp |
| Employer contribution / active EE | $277 | $2,514-89.0% | $2,495-88.9% | $2,706-89.8% |
| Participant deferral / active EE | $2,493 | $3,831-34.9% | $3,699-32.6% | $4,562-45.4% |
| Admin fee / account holder | $44 | $105-58.4% | $5,828-99.3% | $152-71.2% |