Filed October 25, 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 | $203,475 |
RETIREMENT ADVISORS, LLC3+ years Service code 27 · EIN 30-0490764 | Advisory (Plan) | $56,503 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $399 |
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 | $40,119 | $44,989-10.8% | $170,442-76.5% | $77,958-48.5% |
| Participation rate | 86.2% | 64.6%+21.6pp | 83.6%+2.6pp | 71.6%+14.6pp |
| Annual return | 21.00% | 19.61%+1.4pp | 205.93%-184.9pp | 20.87%+0.1pp |
| Employer contribution / active EE | $881 | $1,466-39.9% | $5,433-83.8% | $2,310-61.9% |
| Participant deferral / active EE | $2,640 | $2,208+19.6% | $4,939-46.6% | $3,537-25.3% |
| Admin fee / account holder | $75 | $69+9.1% | $13,880-99.5% | $97-22.7% |