Filed June 9, 2011 (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: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $225,509 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $18,750 |
BDO USA, LLP1+ years Filed as: BDO SIEDMAN, LLP Service code 10 · EIN 13-5381590 | Accounting | $12,938 |
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 | $38,753 | $82,279-52.9% | $77,999-50.3% | $63,975-39.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 75.5%+24.5pp | 71.1%+28.9pp |
| Annual return | 7.84% | 11.20%-3.4pp | 425.96%-418.1pp | 48.65%-40.8pp |
| Employer contribution / active EE | $1,723 | $3,297-47.7% | $2,470-30.2% | $2,182-21.0% |
| Participant deferral / active EE | $2,562 | $4,538-43.5% | $3,497-26.7% | $3,356-23.7% |
| Admin fee / account holder | $139 | $81+71.3% | $5,480-97.5% | $70+97.9% |