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 | $188,973 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST FINANCIAL PARTNERS Service code 15 · EIN 26-0058143 | Recordkeeping | $92,000 |
COHN REZNICK LLP2 years Filed as: COHN REZNICK Service code 10 · EIN 22-1478099 | Accounting | $44,500 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $122 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $74,496 | $117,734-36.7% | $115,752-35.6% | $77,958-4.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 77.8%+22.2pp | 71.6%+28.4pp |
| Annual return | 14.39% | 17.65%-3.3pp | 19.41%-5.0pp | 20.87%-6.5pp |
| Employer contribution / active EE | $2,888 | $2,736+5.6% | $3,492-17.3% | $2,310+25.0% |
| Participant deferral / active EE | $4,284 | $4,435-3.4% | $5,204-17.7% | $3,537+21.1% |
| Admin fee / account holder | $72 | $75-4.2% | $6,278-98.9% | $97-26.3% |