Filed January 6, 1997 (most recent of 2 filings on file)
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 |
|---|---|---|
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $29,750 |
ALVAREZ & MARSAL TAXAND, LLC4 years Service code 16 · EIN 20-1157630 | Consulting | $17,946 |
Filed as: PRUDENTIAL RET. INS. & ANNUITY CO Service code 15 · EIN 06-1050034 | Recordkeeping | $16,467 |
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 | $98,003 | $92,303+6.2% | $152,466-35.7% | $86,799+12.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 78.2%+21.8pp | 72.3%+27.7pp |
| Annual return | 10.71% | 531.69%-521.0pp | 757.33%-746.6pp | 97.91%-87.2pp |
| Employer contribution / active EE | $2,797 | $3,748-25.4% | $4,327-35.4% | $2,405+16.3% |
| Participant deferral / active EE | $5,519 | $5,599-1.4% | $5,820-5.2% | $4,131+33.6% |
| Admin fee / account holder | $101 | $150-32.8% | $15,805-99.4% | $170-40.6% |