Filed June 30, 2010
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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $408,302 |
PLANTE & MORAN, PLLC1+ years Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 10 · EIN 38-1357951 | Accounting | $12,000 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $2,044 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $0 |
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 | $42,265 | $37,039+14.1% | $147,614-71.4% | $59,188-28.6% |
| Participation rate | 91.4% | 63.8%+27.7pp | 84.6%+6.8pp | 69.4%+22.0pp |
| Annual return | 5.90% | 7.19%-1.3pp | 61.98%-56.1pp | 5.51%+0.4pp |
| Employer contribution / active EE | $728 | $1,353-46.2% | $5,564-86.9% | $2,098-65.3% |
| Participant deferral / active EE | $3,223 | $2,094+53.9% | $4,895-34.2% | $3,265-1.3% |
| Admin fee / account holder | $155 | $60+158.1% | $11,611-98.7% | $92+68.5% |