Filed December 21, 2010
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 9-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 | $401,841 |
Filed as: ALLIANT INSURANC SERVICES INC Service code 27 · EIN 33-0785439 | Advisory (Plan) | $103,265 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,413 | $56,095-74.3% | $178,490-91.9% | $90,288-84.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 81.9%+18.1pp | 73.4%+26.6pp |
| Annual return | 17.16% | 28.81%-11.7pp | 151.07%-133.9pp | 53.97%-36.8pp |
| Employer contribution / active EE | $233 | $1,572-85.2% | $5,011-95.3% | $2,524-90.8% |
| Participant deferral / active EE | $1,605 | $2,669-39.8% | $5,202-69.1% | $4,232-62.1% |
| Admin fee / account holder | $128 | $101+27.2% | $13,984-99.1% | $114+12.3% |