Filed May 25, 2006
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 INS. CO. OF AMERICA Service code 15 · EIN 22-1211670 | Recordkeeping | $80,989 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $38,800 |
MOSS ADAMS LLP2 years Service code 10 · EIN 91-0189318 | Accounting | $13,324 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $190,463 | $55,790+241.4% | $76,817+147.9% | $67,579+181.8% |
| Participation rate | 100.0% | 71.1%+28.9pp | 72.1%+27.9pp | 71.3%+28.7pp |
| Annual return | 21.06% | 64.45%-43.4pp | 1166.11%-1145.1pp | 378.56%-357.5pp |
| Employer contribution / active EE | $4,953 | $1,810+173.6% | $2,302+115.1% | $2,148+130.6% |
| Participant deferral / active EE | $7,171 | $2,875+149.4% | $3,336+115.0% | $3,539+102.6% |
| Admin fee / account holder | $375 | $159+135.8% | $6,420-94.2% | $142+163.7% |