Filed April 17, 2007 (most recent of 2 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: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $176,456 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES INC. IS BILL Service code 27 · EIN 13-2638166 | Advisory (Plan) | $67,000 |
ERNST & YOUNG LLP2 years Filed as: ERNST & YOUNG FBO M & T Service code 10 · EIN 34-6565596 | Accounting | $25,000 |
FRAN KEANE1 year Service code 27 CENTRASTATE HEALTHCARE · FREEHOLD, NJ 077282537 | Advisory (Plan) | $0 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $0 |
BAIRD FUNDS1 year Filed as: ROBERT NYMAN Service code 27 CENTRASTATE HEALTHCARE · FREEHOLD, NJ 077282537 | Advisory (Plan) | $0 |
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 | $48,567 | $44,989+8.0% | $170,442-71.5% | $77,958-37.7% |
| Participation rate | 96.1% | 64.6%+31.5pp | 83.6%+12.5pp | 71.6%+24.4pp |
| Annual return | 14.89% | 19.61%-4.7pp | 205.93%-191.0pp | 20.87%-6.0pp |
| Employer contribution / active EE | $599 | $1,466-59.2% | $5,433-89.0% | $2,310-74.1% |
| Participant deferral / active EE | $3,856 | $2,208+74.7% | $4,939-21.9% | $3,537+9.0% |
| Admin fee / account holder | $127 | $69+84.4% | $13,880-99.1% | $97+30.6% |