Filed June 7, 2005 (most recent of 2 filings on file)
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 | $100,849 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $989 |
M HOLDINGS SECURITIES INC1+ years Filed as: M HOLDINGS SECURITIES, INC. Service code 33 · EIN 91-1802259 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,875 | $72,770-41.1% | $67,652-36.6% | $55,191-22.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 69.2%+30.8pp |
| Annual return | 0.94% | -3.26%+4.2pp | 6625.04%-6624.1pp | 10.78%-9.8pp |
| Employer contribution / active EE | $1,903 | $1,769+7.6% | $2,266-16.0% | $1,899+0.2% |
| Participant deferral / active EE | $2,214 | $3,408-35.0% | $3,560-37.8% | $3,046-27.3% |
| Admin fee / account holder | $140 | $79+77.7% | $4,821-97.1% | $91+54.3% |