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 CO. Service code 28 · EIN 22-1211670 | Investment Management | $106,444 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $102,182 |
AON CONSULTING3+ years Filed as: AON HEWITT Service code 10 · EIN 36-3109431 | Accounting | $48,977 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $29,705 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $25,702 |
KATZ, SAPPER & MILLER3+ years Filed as: KATZ SAPPER & MILLER Service code 10 · EIN 35-1090346 | Accounting | $18,000 |
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 | $93,732 | $117,734-20.4% | $115,752-19.0% | $77,958+20.2% |
| Participation rate | 90.3% | 82.0%+8.3pp | 77.8%+12.5pp | 71.6%+18.6pp |
| Annual return | 18.28% | 17.65%+0.6pp | 19.41%-1.1pp | 20.87%-2.6pp |
| Employer contribution / active EE | $3,082 | $2,736+12.7% | $3,492-11.7% | $2,310+33.4% |
| Participant deferral / active EE | $4,133 | $4,435-6.8% | $5,204-20.6% | $3,537+16.9% |
| Admin fee / account holder | $80 | $75+6.4% | $6,278-98.7% | $97-18.1% |