Filed March 4, 2008
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 | $160,339 |
THE CENTURION GROUP, LLC3+ years Filed as: CENTURION GROUP, LLC Service code 27 · EIN 20-8394397 | Advisory (Plan) | $122,104 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLEY VIRCHOW KRAUSE LLP Service code 49 · EIN 39-0859910 | Other Services | $10,455 |
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 | $64,676 | $44,989+43.8% | $170,442-62.1% | $77,958-17.0% |
| Participation rate | 96.9% | 64.6%+32.3pp | 83.6%+13.3pp | 71.6%+25.3pp |
| Annual return | 18.11% | 19.61%-1.5pp | 205.93%-187.8pp | 20.87%-2.8pp |
| Employer contribution / active EE | $1,360 | $1,466-7.2% | $5,433-75.0% | $2,310-41.1% |
| Participant deferral / active EE | $4,436 | $2,208+101.0% | $4,939-10.2% | $3,537+25.4% |
| Admin fee / account holder | $73 | $69+6.2% | $13,880-99.5% | $97-24.8% |