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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $857,197 |
CBIZ RETIREMENT PLAN SERVICES5+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 16 · EIN 52-1396995 | Consulting | $72,000 |
HARTER SECREST & EMERY LLP5+ years Service code 29 · EIN 16-0766172 | Legal | $18,538 |
Service code 49 · EIN 57-0570962 | Other Services | $16,721 |
ALPHAGRAPHICS OF MOUNTAINSIDE5+ years Filed as: ALPHAGRAPHICS Service code 14 · EIN 34-1805046 | Plan Administrator | $12,955 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $4,798 |
PRUCO SECURITIES, LLC1 year Service code 33 · EIN 22-1921421 | Securities brokerage commissions and ... | $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 | $68,919 | $105,247-34.5% | $87,100-20.9% | $77,787-11.4% |
| Participation rate | 100.0% | 85.8%+14.2pp | 76.9%+23.1pp | 73.2%+26.8pp |
| Annual return | 20.58% | 24.52%-3.9pp | 28.19%-7.6pp | 32.57%-12.0pp |
| Employer contribution / active EE | $2,873 | $2,895-0.7% | $2,521+13.9% | $2,504+14.7% |
| Participant deferral / active EE | $4,492 | $5,060-11.2% | $4,049+11.0% | $3,967+13.2% |
| Admin fee / account holder | $177 | $104+69.0% | $7,497-97.6% | $100+76.4% |