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 |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $106,230 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $87,207 |
AON CONSULTING2+ years Filed as: AON HEWITT Service code 49 · EIN 36-3109431 | Other Services | $48,875 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6694310 | Investment Management | $29,590 |
KATZ, SAPPER & MILLER2+ years Filed as: KATZ SAPPER & MILLER Service code 10 · EIN 35-1090346 | Accounting | $18,790 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$75,534 |
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 | $78,421 | $107,045-26.7% | $108,745-27.9% | $63,975+22.6% |
| Participation rate | 91.0% | 81.9%+9.1pp | 77.7%+13.3pp | 71.1%+19.9pp |
| Annual return | 7.11% | 18.14%-11.0pp | 46.22%-39.1pp | 48.65%-41.5pp |
| Employer contribution / active EE | $2,674 | $2,651+0.9% | $3,323-19.5% | $2,182+22.5% |
| Participant deferral / active EE | $3,749 | $4,292-12.6% | $5,121-26.8% | $3,356+11.7% |
| Admin fee / account holder | $32 | $67-52.3% | $6,144-99.5% | $70-54.5% |