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 | $336,294 |
Filed as: ALLIANT INSURANCE SERVICES INC Service code 27 · EIN 33-0785439 | Advisory (Plan) | $80,000 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,353 | $45,000-68.1% | $143,757-90.0% | $77,904-81.6% |
| Participation rate | 95.0% | 66.8%+28.2pp | 80.3%+14.7pp | 73.7%+21.3pp |
| Annual return | -18.04% | 29.03%-47.1pp | -0.04%-18.0pp | 12.21%-30.2pp |
| Employer contribution / active EE | $289 | $1,870-84.5% | $4,951-94.2% | $2,848-89.8% |
| Participant deferral / active EE | $2,027 | $3,157-35.8% | $5,637-64.0% | $4,806-57.8% |
| Admin fee / account holder | $121 | $98+22.8% | $14,673-99.2% | $133-8.8% |