Filed March 27, 2012
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 |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: INDEPENDENT FINANACIAL PARTNERS FBO Service code 27 · EIN 59-3331424 | Advisory (Plan) | $492,799 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $21,959 |
MCKONLY & ASBURY LLP2+ years Service code 10 · EIN 23-1909723 | Accounting | $16,300 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $60 |
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 | $42,823 | $43,110-0.7% | $156,549-72.6% | $65,292-34.4% |
| Participation rate | 99.2% | 69.3%+29.9pp | 84.0%+15.2pp | 72.4%+26.8pp |
| Annual return | 6.70% | 11.24%-4.5pp | 32.23%-25.5pp | 11.84%-5.1pp |
| Employer contribution / active EE | $2,505 | $1,702+47.2% | $5,501-54.5% | $2,302+8.8% |
| Participant deferral / active EE | $4,124 | $2,520+63.7% | $4,871-15.3% | $3,579+15.2% |
| Admin fee / account holder | $52 | $47+10.8% | $13,027-99.6% | $57-8.8% |