Filed February 21, 2006
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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPTRUST FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $27,996 |
Filed as: SNYDER & CLEMENTE Service code 10 · EIN 23-2535812 | Accounting | $15,500 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $2,877 |
KAUFFMAN GAIL1 year Service code 56 15 PUBLIC SQUARE · WILKES BARRE, PA 187011700 | Non-monetary compensation | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,818 | $55,453+25.9% | $170,442-59.0% | $62,292+12.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.08% | 21.38%-9.3pp | 205.93%-193.8pp | 28.90%-16.8pp |
| Employer contribution / active EE | $1,654 | $2,164-23.6% | $5,433-69.6% | $2,042-19.0% |
| Participant deferral / active EE | $2,373 | $2,303+3.1% | $4,939-52.0% | $3,169-25.1% |
| Admin fee / account holder | $210 | $455-53.8% | $13,880-98.5% | $479-56.1% |