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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $84,835 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $35,326 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,445 |
AON CONSULTING1 year Filed as: AON Service code 27 · EIN 36-3109431 | Advisory (Plan) | $20,194 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $9,858 |
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 | $93,260 | $64,286+45.1% | $106,387-12.3% | $55,725+67.4% |
| Participation rate | 96.2% | 75.2%+21.0pp | 77.5%+18.7pp | 70.9%+25.3pp |
| Annual return | -4.44% | 0.84%-5.3pp | 0.25%-4.7pp | 244.93%-249.4pp |
| Employer contribution / active EE | $4,209 | $2,367+77.8% | $3,520+19.6% | $2,078+102.5% |
| Participant deferral / active EE | $5,473 | $4,158+31.6% | $5,421+1.0% | $3,356+63.1% |
| Admin fee / account holder | $112 | $102+9.7% | $7,510-98.5% | $115-2.6% |