Filed June 1, 2006 (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 | $64,364 |
Filed as: CAPTRUST FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $23,076 |
COHN REZNICK LLP1 year Filed as: COHN REZNICK Service code 10 · EIN 22-1478099 | Accounting | $14,250 |
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 | $89,695 | $107,045-16.2% | $108,745-17.5% | $63,975+40.2% |
| Participation rate | 100.0% | 81.9%+18.1pp | 77.7%+22.3pp | 71.1%+28.9pp |
| Annual return | 66.74% | 18.14%+48.6pp | 46.22%+20.5pp | 48.65%+18.1pp |
| Employer contribution / active EE | $2,994 | $2,651+13.0% | $3,323-9.9% | $2,182+37.2% |
| Participant deferral / active EE | $3,974 | $4,292-7.4% | $5,121-22.4% | $3,356+18.4% |
| Admin fee / account holder | $27 | $67-59.4% | $6,144-99.6% | $70-61.3% |