Filed October 12, 2006
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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
INDEP FINANCIAL SERVICES1+ years Filed as: INDEP FINANCIAL PARTNER FBO FRASER Service code 27 · EIN 59-3331424 | Advisory (Plan) | $51,672 |
Filed as: THE PRUDENTIAL INS CO OF AMERICA Service code 37 · EIN 22-1211670 | Loan Processing | $8,515 |
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 | $158,063 | $59,231+166.9% | $90,223+75.2% | $52,331+202.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 79.0%+21.0pp | 68.1%+31.9pp |
| Annual return | 0.79% | 3.53%-2.7pp | 1.31%-0.5pp | 4.54%-3.8pp |
| Employer contribution / active EE | $2,648 | $3,391-21.9% | $4,378-39.5% | $1,882+40.7% |
| Participant deferral / active EE | $2,411 | $4,659-48.3% | $5,792-58.4% | $3,022-20.2% |
| Admin fee / account holder | $57 | $515-88.9% | $7,406-99.2% | $592-90.3% |