Filed January 7, 2013
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 13 · EIN 06-1050034 | Contract Administrator | $349,331 |
SAGEVIEW ADVISORY GROUP, LLC5+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 15 · EIN 33-0818667 | Recordkeeping | $37,500 |
MOUNTJOY CHILTON MEDLEY LLP5+ years Service code 10 · EIN 27-1235638 | Accounting | $10,900 |
THOMPSON HINE3 years Service code 27 · EIN 34-0575300 | Advisory (Plan) | $7,977 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $65,750 | $105,247-37.5% | $87,100-24.5% | $77,787-15.5% |
| Participation rate | 100.0% | 85.8%+14.2pp | 76.9%+23.1pp | 73.2%+26.8pp |
| Annual return | 21.58% | 24.52%-2.9pp | 28.19%-6.6pp | 32.57%-11.0pp |
| Employer contribution / active EE | $3,189 | $2,895+10.2% | $2,521+26.5% | $2,504+27.3% |
| Participant deferral / active EE | $3,653 | $5,060-27.8% | $4,049-9.8% | $3,967-7.9% |
| Admin fee / account holder | $221 | $104+111.5% | $7,497-97.1% | $100+120.8% |