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 | $184,473 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $37,998 |
MOSS ADAMS LLP4 years Service code 10 · EIN 91-0189318 | Accounting | $15,450 |
Filed as: THE PRUDENTIAL INS. CO. OF AMERICA Service code 72 | Other investment fees and expenses | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,006 | $66,528+239.7% | $86,874+160.2% | $86,799+160.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 71.6%+28.4pp | 72.3%+27.7pp |
| Annual return | 9.52% | 19.56%-10.0pp | 63.52%-54.0pp | 97.91%-88.4pp |
| Employer contribution / active EE | $3,533 | $2,007+76.0% | $2,495+41.6% | $2,405+46.9% |
| Participant deferral / active EE | $7,083 | $3,240+118.6% | $3,699+91.5% | $4,131+71.5% |
| Admin fee / account holder | $683 | $148+361.1% | $5,828-88.3% | $170+302.8% |