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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $172,966 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $133,747 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $99,238 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING, Service code 16 · EIN 36-3109431 | Consulting | $66,659 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $27,694 |
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 | $87,759 | $118,101-25.7% | $106,387-17.5% | $75,289+16.6% |
| Participation rate | 93.8% | 81.4%+12.4pp | 77.5%+16.4pp | 72.4%+21.4pp |
| Annual return | -4.34% | -2.42%-1.9pp | 0.25%-4.6pp | -0.04%-4.3pp |
| Employer contribution / active EE | $3,196 | $2,880+11.0% | $3,520-9.2% | $2,405+32.9% |
| Participant deferral / active EE | $4,438 | $4,681-5.2% | $5,421-18.1% | $3,739+18.7% |
| Admin fee / account holder | $152 | $85+79.8% | $7,510-98.0% | $102+48.6% |