Filed January 7, 2010 (most recent of 4 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 |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 13 · EIN 06-1050034 | Contract Administrator | $18,000 |
RBC WEALTH MANAGEMENT5 years Filed as: RBC WEALTH MGMT Service code 27 · EIN 41-1416330 | Advisory (Plan) | $18,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,858 | $61,272-33.3% | $149,673-72.7% | $71,457-42.8% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 17.57% | 35.85%-18.3pp | 134.42%-116.8pp | 28.85%-11.3pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $5,868 | $2,917+101.1% | $5,680+3.3% | $4,289+36.8% |
| Admin fee / account holder | $50 | $1,261-96.1% | $13,210-99.6% | $1,587-96.9% |