Filed April 30, 2013
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 9-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 INSURANCE CO. Service code 13 · EIN 06-1050034 | Contract Administrator | $1,203,476 |
FIDUCIARY INVESTMENT ADVISORS2+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 16 · EIN 20-4751585 | Consulting | $19,215 |
Filed as: MCDERMOTT, WILL & MERY LLP Service code 29 · EIN 36-1453176 | Legal | $14,526 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,024 | $53,684-38.5% | $170,442-80.6% | $80,976-59.2% |
| Participation rate | 98.5% | 69.2%+29.3pp | 83.6%+14.9pp | 68.3%+30.2pp |
| Annual return | 31.48% | 25.97%+5.5pp | 205.93%-174.5pp | 22.91%+8.6pp |
| Employer contribution / active EE | $4,773 | $1,642+190.7% | $5,433-12.1% | $2,402+98.7% |
| Participant deferral / active EE | $5,060 | $3,017+67.7% | $4,939+2.4% | $3,848+31.5% |
| Admin fee / account holder | $71 | $46+52.4% | $13,880-99.5% | $67+4.7% |