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 | $170,014 |
THE CENTURION GROUP, LLC4+ years Filed as: CENTURION GROUP, LLC Service code 27 · EIN 20-8394397 | Advisory (Plan) | $136,181 |
BAKER TILLY US, LLP3 years Filed as: BAKER TILLEY VIRCHOW KRAUSE LLP Service code 10 · EIN 39-0859910 | Accounting | $11,025 |
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 | $60,786 | $45,382+33.9% | $154,107-60.6% | $75,289-19.3% |
| Participation rate | 100.0% | 65.9%+34.1pp | 83.0%+17.0pp | 72.4%+27.6pp |
| Annual return | -4.56% | -0.47%-4.1pp | 735.12%-739.7pp | -0.04%-4.5pp |
| Employer contribution / active EE | $1,427 | $1,533-6.9% | $5,298-73.1% | $2,405-40.7% |
| Participant deferral / active EE | $4,677 | $2,384+96.2% | $5,081-7.9% | $3,739+25.1% |
| Admin fee / account holder | $76 | $89-15.0% | $13,411-99.4% | $102-25.8% |