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 | $341,305 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 27 · EIN 52-1396995 | Advisory (Plan) | $42,000 |
BAUKNIGHT PIETRAS & STORMER PA2+ years Filed as: BAUKNIGHT PIETRAS & STORMER P.A. Service code 10 · EIN 57-0940019 | Accounting | $13,448 |
ALPHAGRAPHICS OF MOUNTAINSIDE2+ years Filed as: ALPHAGRAPHICS Service code 15 · EIN 34-1805046 | Recordkeeping | $10,832 |
HARTER SECREST & EMERY LLP2+ years Service code 16 · EIN 16-0766172 | Consulting | $9,300 |
Filed as: MAYER HOFFMAN MCCANN PC - GOLDSTEIN Service code 27 · EIN 34-1900735 | Advisory (Plan) | $6,000 |
KEVIN J. DRISCOLL1 year Filed as: KEVIN ROBINSON Service code 56 JTEKT NORTH AMERICA CORPORATION · WESTLAKE, OH 441451007 | Non-monetary compensation | $0 |
KRISTEN N. SHEASLEY2+ years Filed as: KRISTEN KOZAN Service code 56 JTEKT NORTH AMERICA CORPORATION · WESTLAKE, OH 441451007 | Non-monetary compensation | $0 |
Filed as: MICHAEL BOWERS Service code 56 JTEKT NORTH AMERICA CORPORATION · WESTLAKE, OH 441451007 | Non-monetary compensation | $0 |
MIKE UYLAKI1 year Filed as: MIKE DAVIDSON Service code 56 JTEKT NORTH AMERICA CORPORATION · WESTLAKE, OH 441451007 | Non-monetary compensation | $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 | $48,108 | $88,581-45.7% | $74,183-35.2% | $65,292-26.3% |
| Participation rate | 100.0% | 86.2%+13.8pp | 76.6%+23.4pp | 72.4%+27.6pp |
| Annual return | 7.80% | 11.72%-3.9pp | 17.74%-9.9pp | 11.84%-4.0pp |
| Employer contribution / active EE | $2,576 | $3,021-14.7% | $2,370+8.7% | $2,302+11.9% |
| Participant deferral / active EE | $3,465 | $4,898-29.3% | $3,550-2.4% | $3,579-3.2% |
| Admin fee / account holder | $78 | $60+29.7% | $5,586-98.6% | $57+35.2% |