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 | $243,513 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $75,000 |
BDO USA, LLP2+ years Filed as: BDO SIEDMAN, LLP Service code 10 · EIN 13-5381590 | Accounting | $13,640 |
VARNUM LLP1 year Filed as: VARNUM, RIDDERING, SCHMIDT & HOWLET Service code 29 · EIN 38-1294924 | Legal | $10,574 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,103 | $90,410-53.4% | $91,001-53.7% | $77,958-46.0% |
| Participation rate | 92.8% | 86.4%+6.4pp | 75.6%+17.2pp | 71.6%+21.1pp |
| Annual return | 13.74% | 21.34%-7.6pp | 4.60%+9.1pp | 20.87%-7.1pp |
| Employer contribution / active EE | $1,655 | $3,392-51.2% | $2,456-32.6% | $2,310-28.4% |
| Participant deferral / active EE | $2,688 | $4,816-44.2% | $3,547-24.2% | $3,537-24.0% |
| Admin fee / account holder | $189 | $79+138.9% | $5,417-96.5% | $97+93.6% |