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 | $500,068 |
Filed as: CAP FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $95,864 |
COHN REZNICK LLP3 years Filed as: COHN REZNICK Service code 10 · EIN 22-1478099 | Accounting | $34,252 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $296 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $75,470 | $118,101-36.1% | $106,387-29.1% | $75,289+0.2% |
| Participation rate | 87.8% | 81.4%+6.4pp | 77.5%+10.3pp | 72.4%+15.4pp |
| Annual return | -2.24% | -2.42%+0.2pp | 0.25%-2.5pp | -0.04%-2.2pp |
| Employer contribution / active EE | $3,843 | $2,880+33.4% | $3,520+9.2% | $2,405+59.8% |
| Participant deferral / active EE | $4,206 | $4,681-10.2% | $5,421-22.4% | $3,739+12.5% |
| Admin fee / account holder | $85 | $85+0.9% | $7,510-98.9% | $102-16.6% |