Filed September 15, 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 RETIREMENT INSUR AND Service code 13 · EIN 06-1050034 | Contract Administrator | $99,440 |
Filed as: SAGEVIEWADVISOY GROUP, LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $50,265 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $330,089 | $79,519+315.1% | $95,952+244.0% | $73,409+349.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 77.1%+22.9pp | 72.2%+27.8pp |
| Annual return | 23.37% | 19.20%+4.2pp | 91.61%-68.2pp | 59.29%-35.9pp |
| Employer contribution / active EE | $1,879 | $2,048-8.2% | $2,541-26.1% | $2,234-15.9% |
| Participant deferral / active EE | $11,743 | $4,138+183.8% | $4,167+181.8% | $3,805+208.6% |
| Admin fee / account holder | $175 | $184-5.3% | $6,795-97.4% | $158+10.5% |