Filed July 1, 2010 (most recent of 2 filings on file)
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 8-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 |
|---|---|---|
AON CONSULTING1+ years Filed as: AON HEWITT Service code 16 100 HALF DAY ROAD · LINCOLNSHIRE, IL 60069 | Consulting | $129,899 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $117,186 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $75,602 |
KATZ, SAPPER & MILLER1+ years Filed as: KATZ SAPPER & MILLER Service code 10 P. O. BOX 7096 · INDIANAPOLIS, IN 46240 | Accounting | $35,500 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6694310 | Investment Management | $35,274 |
ABARCA & ASSOCIATES P.S.C.1+ years Service code 29 243 ROAD 2 · GUAYNABO, PR 00966 | Legal | $6,290 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$76,510 |
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 | $74,042 | $99,628-25.7% | $105,218-29.6% | $59,188+25.1% |
| Participation rate | 89.8% | 80.5%+9.4pp | 77.2%+12.6pp | 69.4%+20.4pp |
| Annual return | 0.15% | 3.21%-3.1pp | 5.33%-5.2pp | 5.51%-5.4pp |
| Employer contribution / active EE | $2,677 | $2,454+9.1% | $3,255-17.8% | $2,098+27.6% |
| Participant deferral / active EE | $3,737 | $4,189-10.8% | $4,867-23.2% | $3,265+14.5% |
| Admin fee / account holder | $184 | $62+195.4% | $6,992-97.4% | $92+100.1% |