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 10-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 | $38,700 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,634 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,825 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $10,800 |
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 | $99,135 | $68,544+44.6% | $115,752-14.4% | $69,631+42.4% |
| Participation rate | 96.0% | 74.0%+22.0pp | 77.8%+18.2pp | 70.7%+25.3pp |
| Annual return | 17.59% | 20.97%-3.4pp | 19.41%-1.8pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $3,928 | $2,400+63.7% | $3,492+12.5% | $2,032+93.3% |
| Participant deferral / active EE | $4,914 | $3,887+26.4% | $5,204-5.6% | $3,224+52.4% |
| Admin fee / account holder | $36 | $90-60.0% | $6,278-99.4% | $110-67.3% |