Filed January 11, 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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $387,176 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC. Service code 26 · EIN 36-3109431 | Advisory (Participants) | $103,564 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $24,134 |
GETTRY MARCUS CPA, P.C.5 years Service code 10 · EIN 13-3418879 | Accounting | $16,500 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT, Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,108 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,623 | $39,973+321.8% | $79,550+112.0% | $77,904+116.4% |
| Participation rate | 100.0% | 64.6%+35.4pp | 69.5%+30.5pp | 73.7%+26.3pp |
| Annual return | -0.60% | 3.42%-4.0pp | 0.16%-0.8pp | 12.21%-12.8pp |
| Employer contribution / active EE | $7,490 | $1,088+588.5% | $2,413+210.4% | $2,848+163.0% |
| Participant deferral / active EE | $10,387 | $2,774+274.4% | $3,985+160.6% | $4,806+116.1% |
| Admin fee / account holder | $78 | $113-31.3% | $6,832-98.9% | $133-41.5% |