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 10 · EIN 22-1211670 | Accounting | $263,756 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $94,770 |
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 27 · EIN 52-1396995 | Advisory (Plan) | $72,000 |
BAUKNIGHT PIETRAS & STORMER PA3+ years Filed as: BAUKNIGHT PIETRAS & STORMER P.A. Service code 10 · EIN 57-0940019 | Accounting | $13,525 |
KEVIN J. DRISCOLL2 years Filed as: KEVIN ROBINSON Service code 56 JTEKT NORTH AMERICA CORPORATION · WESTLAKE, OH 441451007 | Non-monetary compensation | $0 |
KRISTEN N. SHEASLEY3+ years Filed as: KRISTEN KOZAN Service code 56 JTEKT NORTH AMERICA CORPORATION · WESTLAKE, OH 441451007 | Non-monetary compensation | $0 |
PAT FLYNN1 year Filed as: PAT SCHMIDT Service code 56 JTEKT NORTH AMERICA CORPORATION · WESTLAKE, OH 441451007 | Non-monetary compensation | $0 |
PRUCO SECURITIES, LLC3+ years Filed as: PRUCO SECURITIES CORPORATION Service code 33 · EIN 22-1921421 | Securities brokerage; Securities brok... | $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 | $58,364 | $100,921-42.2% | $82,313-29.1% | $177,276-67.1% |
| Participation rate | 95.7% | 86.9%+8.8pp | 76.9%+18.8pp | 74.8%+20.9pp |
| Annual return | 17.27% | 20.33%-3.1pp | 25.88%-8.6pp | 21.25%-4.0pp |
| Employer contribution / active EE | $2,292 | $3,145-27.1% | $2,428-5.6% | $2,479-7.5% |
| Participant deferral / active EE | $3,516 | $5,192-32.3% | $3,706-5.1% | $3,881-9.4% |
| Admin fee / account holder | $79 | $64+23.8% | $5,608-98.6% | $154-48.5% |