Filed January 6, 2006 (most recent of 3 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 COMPANY OF AME Service code 37 · EIN 22-1211670 | Loan Processing | $365,457 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $261,720 |
Filed as: REA & ASSOCIATES Service code 10 · EIN 34-1310124 | Accounting | $12,440 |
Filed as: BRIGHTHOUSE LIFE INSURANCE COMPANY Service code 13 · EIN 06-0566090 | Contract Administrator | $1,900 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,107 | $67,512-36.1% | $185,823-76.8% | $93,030-53.7% |
| Participation rate | 100.0% | 67.1%+32.9pp | 81.7%+18.3pp | 73.9%+26.1pp |
| Annual return | 11.53% | 21.04%-9.5pp | 122.05%-110.5pp | 158.70%-147.2pp |
| Employer contribution / active EE | $703 | $1,783-60.6% | $5,167-86.4% | $2,706-74.0% |
| Participant deferral / active EE | $3,027 | $3,035-0.3% | $5,568-45.6% | $4,562-33.7% |
| Admin fee / account holder | $167 | $318-47.6% | $16,237-99.0% | $152+9.8% |