Filed September 21, 1992
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 |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $55,539 |
Filed as: PRUDENTIAL INSURANCE CO Service code 37 · EIN 22-1211670 | Loan Processing | $41,383 |
Filed as: PRUDENTIAL TRUST CO Service code 37 · EIN 23-6994310 | Loan Processing | $17,736 |
TD AMERITRADE, INC.2 years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $7 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $93,289 | $73,034+27.7% | $77,163+20.9% | $80,160+16.4% |
| Participation rate | 94.8% | 78.1%+16.7pp | 69.6%+25.2pp | 72.9%+21.9pp |
| Annual return | 15.97% | 18.56%-2.6pp | 37.87%-21.9pp | 40.38%-24.4pp |
| Employer contribution / active EE | $4,160 | $2,779+49.7% | $2,535+64.1% | $2,978+39.7% |
| Participant deferral / active EE | $4,192 | $4,140+1.3% | $3,833+9.4% | $5,017-16.4% |
| Admin fee / account holder | $43 | $104-58.7% | $5,472-99.2% | $145-70.4% |