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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $69,888 |
Filed as: PRUDENTIAL INSURANCE CO Service code 37 · EIN 22-1211670 | Loan Processing | $34,097 |
Filed as: PRUDENTIAL TRUST CO Service code 37 · EIN 22-6994310 | Loan Processing | $14,613 |
ADP BROKER-DEALER2 years 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 | $98,849 | $76,173+29.8% | $81,382+21.5% | $199,593-50.5% |
| Participation rate | 94.3% | 76.3%+18.1pp | 69.5%+24.8pp | 72.0%+22.3pp |
| Annual return | 13.55% | 15.59%-2.0pp | 24.73%-11.2pp | 34.25%-20.7pp |
| Employer contribution / active EE | $4,053 | $2,792+45.2% | $2,463+64.6% | $3,034+33.6% |
| Participant deferral / active EE | $4,380 | $4,201+4.3% | $3,883+12.8% | $5,087-13.9% |
| Admin fee / account holder | $52 | $146-64.3% | $5,768-99.1% | $269-80.6% |