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 Service code 13 · EIN 22-1211670 | Contract Administrator | $199,651 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $83,489 |
VARNUM LLP1 year Filed as: VARNUM RIDDERING SCHMIDT & HOWLETT Service code 16 · EIN 38-1294924 | Consulting | $22,171 |
BDO USA, LLP3+ years Filed as: BDO SIEDMAN, LLP Service code 10 · EIN 13-5381590 | Accounting | $13,950 |
UNICORN HRO1 year Filed as: UNICORN HRO LLC Service code 10 · EIN 27-1441892 | Accounting | $7,410 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $49,224 | $134,045-63.3% | $80,019-38.5% | $75,289-34.6% |
| Participation rate | 94.6% | 85.8%+8.8pp | 75.8%+18.7pp | 72.4%+22.1pp |
| Annual return | 11.15% | -0.56%+11.7pp | 11.22%-0.1pp | -0.04%+11.2pp |
| Employer contribution / active EE | $2,310 | $3,492-33.9% | $2,468-6.4% | $2,405-3.9% |
| Participant deferral / active EE | $3,146 | $4,976-36.8% | $3,686-14.6% | $3,739-15.9% |
| Admin fee / account holder | $212 | $124+71.1% | $6,521-96.7% | $102+107.2% |