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 | $115,374 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $73,201 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $180 |
PINNACLE HEALTH SYSTEM1 year Service code 56 · EIN 20-5711454 | Non-monetary compensation | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $47,167 | $47,456-0.6% | $172,739-72.7% | $77,787-39.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 82.6%+17.4pp | 73.2%+26.8pp |
| Annual return | 22.61% | 35.57%-13.0pp | 802.84%-780.2pp | 32.57%-10.0pp |
| Employer contribution / active EE | $1,164 | $1,574-26.1% | $5,143-77.4% | $2,504-53.5% |
| Participant deferral / active EE | $1,842 | $2,560-28.0% | $5,198-64.6% | $3,967-53.6% |
| Admin fee / account holder | $112 | $81+37.9% | $13,954-99.2% | $100+11.4% |