Filed June 16, 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&ANNUITY Service code 10 · EIN 06-1050034 | Accounting | $1,752,285 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC. Service code 16 · EIN 36-3109431 | Consulting | $113,000 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS LLC DBA STRATEGI Service code 27 · EIN 13-4087611 | Advisory (Plan) | $64,878 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $7,420 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $6,450 |
Filed as: NATIONAL FINANCIAL SERVICES, LLC Service code 15 · EIN 04-3523567 | Recordkeeping | $1,285 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,599 | $66,513-4.4% | $178,490-64.4% | $106,222-40.1% |
| Participation rate | 91.8% | 73.8%+18.1pp | 81.9%+9.9pp | 70.8%+21.0pp |
| Annual return | 17.28% | 21.81%-4.5pp | 151.07%-133.8pp | 21.69%-4.4pp |
| Employer contribution / active EE | $458 | $1,776-74.2% | $5,011-90.9% | $2,723-83.2% |
| Participant deferral / active EE | $6,152 | $3,679+67.2% | $5,202+18.3% | $4,600+33.7% |
| Admin fee / account holder | $46 | $53-13.8% | $13,984-99.7% | $78-41.2% |