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: PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $368,364 |
Filed as: PRUDENTIAL TRUST CO. Service code 15 · EIN 23-6994310 | Recordkeeping | $293,419 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 99 · EIN 22-1211670 | Other Fees | $202,640 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $80,000 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE LLP Service code 10 · EIN 39-0859910 | Accounting | $36,050 |
CURCIO WEBB1 year Filed as: CURCIO WEBB LLC Service code 27 · EIN 36-4171366 | Advisory (Plan) | $10,075 |
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 | $104,277 | $143,525-27.3% | $379,746-72.5% | $90,288+15.5% |
| Participation rate | 83.7% | 82.9%+0.8pp | 78.4%+5.3pp | 73.4%+10.3pp |
| Annual return | 15.78% | 18.97%-3.2pp | 34.90%-19.1pp | 53.97%-38.2pp |
| Employer contribution / active EE | $3,871 | $3,201+20.9% | $3,540+9.4% | $2,524+53.4% |
| Participant deferral / active EE | $4,459 | $5,231-14.8% | $6,024-26.0% | $4,232+5.3% |
| Admin fee / account holder | $99 | $100-1.4% | $7,927-98.8% | $114-13.2% |