Filed June 1, 1995
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 |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: INDEPENDENT FINANACIAL PARTNERS FBO Service code 27 · EIN 59-3331424 | Advisory (Plan) | $19,211 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $1,500 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,222 | $54,320+7.2% | $67,652-13.9% | $52,331+11.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | -1.34% | 6.81%-8.2pp | 6625.04%-6626.4pp | 4.54%-5.9pp |
| Employer contribution / active EE | $1,711 | $1,544+10.9% | $2,266-24.5% | $1,882-9.0% |
| Participant deferral / active EE | $4,484 | $2,950+52.0% | $3,560+26.0% | $3,022+48.4% |
| Admin fee / account holder | $118 | $527-77.6% | $4,821-97.6% | $592-80.1% |