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: PRUDENTIAL RET INS AND ANNUITY CO Service code 15 · EIN 06-1050034 | Recordkeeping | $120,937 |
Filed as: THE PRUDENTIAL INS CO OF AMERICA Service code 15 · EIN 22-1211670 | Recordkeeping | $48,186 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $31,897 |
NFP RETIREMENT INC4 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $10,502 |
MOSS ADAMS LLP5 years Service code 10 · EIN 91-0189318 | Accounting | $9,242 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,081 | $56,503+229.3% | $70,092+165.5% | $64,808+187.1% |
| Participation rate | 100.0% | 70.5%+29.5pp | 70.5%+29.5pp | 71.5%+28.5pp |
| Annual return | -13.91% | -13.44%-0.5pp | 190.73%-204.6pp | 32.82%-46.7pp |
| Employer contribution / active EE | $5,751 | $2,046+181.0% | $2,559+124.7% | $2,506+129.5% |
| Participant deferral / active EE | $7,483 | $3,389+120.8% | $3,849+94.4% | $4,310+73.6% |
| Admin fee / account holder | $630 | $160+292.7% | $6,267-90.0% | $188+235.3% |