Filed June 20, 2002
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 | $36,068 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: INDEPENDENT FINANACIAL PARTNERS FBO Service code 27 · EIN 59-3331424 | Advisory (Plan) | $32,442 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $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 | $65,289 | $70,667-7.6% | $123,104-47.0% | $52,331+24.8% |
| Participation rate | 97.6% | 83.7%+13.9pp | 86.8%+10.9pp | 68.1%+29.5pp |
| Annual return | 4.37% | 6.23%-1.9pp | 13.22%-8.8pp | 4.54%-0.2pp |
| Employer contribution / active EE | $3,605 | $2,946+22.4% | $5,151-30.0% | $1,882+91.6% |
| Participant deferral / active EE | $9,790 | $4,493+117.9% | $6,230+57.2% | $3,022+223.9% |
| Admin fee / account holder | $251 | $506-50.4% | $9,015-97.2% | $592-57.5% |