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 | $154,764 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $38,800 |
MOSS ADAMS LLP3 years Service code 10 · EIN 91-0189318 | Accounting | $15,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,781 | $61,473+249.4% | $81,930+162.2% | $73,409+192.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 72.0%+28.0pp | 72.2%+27.8pp |
| Annual return | 15.48% | 28.26%-12.8pp | 29.49%-14.0pp | 59.29%-43.8pp |
| Employer contribution / active EE | $3,393 | $1,898+78.8% | $4,310-21.3% | $2,234+51.9% |
| Participant deferral / active EE | $7,258 | $3,080+135.6% | $7,107+2.1% | $3,805+90.7% |
| Admin fee / account holder | $596 | $125+375.4% | $5,158-88.4% | $158+277.8% |