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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $101,185 |
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $54,983 |
MCKONLY & ASBURY LLP4+ years Service code 10 · EIN 23-1909723 | Accounting | $14,251 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $11,892 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,893 | $45,382-18.7% | $154,107-76.1% | $75,289-51.0% |
| Participation rate | 100.0% | 65.9%+34.1pp | 83.0%+17.0pp | 72.4%+27.6pp |
| Annual return | -6.35% | -0.47%-5.9pp | 735.12%-741.5pp | -0.04%-6.3pp |
| Employer contribution / active EE | $1,558 | $1,533+1.7% | $5,298-70.6% | $2,405-35.2% |
| Participant deferral / active EE | $2,402 | $2,384+0.8% | $5,081-52.7% | $3,739-35.7% |
| Admin fee / account holder | $100 | $89+12.0% | $13,411-99.3% | $102-2.2% |