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) | $29,637 |
MCKONLY & ASBURY LLP2+ years Service code 10 · EIN 23-1909723 | Accounting | $12,300 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $41,907 | $36,916+13.5% | $156,549-73.2% | $57,658-27.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 84.0%+16.0pp | 70.2%+29.8pp |
| Annual return | 7.27% | 12.38%-5.1pp | 32.23%-25.0pp | 5.13%+2.1pp |
| Employer contribution / active EE | $1,868 | $1,571+18.9% | $5,501-66.1% | $1,974-5.4% |
| Participant deferral / active EE | $2,862 | $1,926+48.6% | $4,871-41.2% | $3,061-6.5% |
| Admin fee / account holder | $67 | $82-19.1% | $13,027-99.5% | $95-29.4% |