Filed September 8, 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 |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $483,385 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 27 · EIN 52-1396995 | Advisory (Plan) | $36,000 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ Service code 27 · EIN 52-1396995 | Advisory (Plan) | $24,000 |
BAUKNIGHT PIETRAS & STORMER PA1+ years Filed as: BAUKNIGHT PIETRAS & STORMER P.A. Service code 10 · EIN 57-0940019 | Accounting | $16,694 |
HARTER SECREST & EMERY LLP1+ years Filed as: HARTER, SECREST & EMERY, LLP Service code 29 · EIN 16-0766172 | Legal | $11,029 |
ALPHAGRAPHICS OF MOUNTAINSIDE1+ years Filed as: ALPHAGRAPHICS Service code 27 · EIN 34-1805046 | Advisory (Plan) | $8,084 |
HARTER SECREST & EMERY LLP1+ years Service code 29 · EIN 16-0766172 | Legal | $259 |
DONNA MAGGIOLINO1+ years Filed as: DONNA JANOVICH Service code 56 JTEKT NORTH AMERICA CORPORATIO · WESTLAKE, OH 441451007 | Non-monetary compensation | $0 |
KRISTEN N. SHEASLEY1+ years Filed as: KRISTEN KOZAN Service code 56 JTEKT NORTH AMERICA CORPORATIO · WESTLAKE, OH 441451007 | Non-monetary compensation | $0 |
PRUCO SECURITIES, LLC1+ years Filed as: PRUCO SECURITIES CORPORATION Service code 33 · EIN 22-1921421 | Securities brokerage commissions and ... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $43,720 | $82,422-47.0% | $67,652-35.4% | $67,505-35.2% |
| Participation rate | 96.6% | 84.2%+12.4pp | 75.7%+20.9pp | 71.2%+25.4pp |
| Annual return | 1.59% | 12.72%-11.1pp | 6625.04%-6623.4pp | 6.52%-4.9pp |
| Employer contribution / active EE | $2,096 | $2,879-27.2% | $2,266-7.5% | $2,173-3.5% |
| Participant deferral / active EE | $3,041 | $5,020-39.4% | $3,560-14.6% | $3,597-15.5% |
| Admin fee / account holder | $85 | $53+59.5% | $4,821-98.2% | $56+51.1% |