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 | $216,194 |
RETIREMENT ADVISORS, LLC4+ years Service code 27 · EIN 30-0490764 | Advisory (Plan) | $50,832 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $868 |
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 | $38,994 | $45,382-14.1% | $154,107-74.7% | $75,289-48.2% |
| Participation rate | 100.0% | 65.9%+34.1pp | 83.0%+17.0pp | 72.4%+27.6pp |
| Annual return | -3.78% | -0.47%-3.3pp | 735.12%-738.9pp | -0.04%-3.7pp |
| Employer contribution / active EE | $1,204 | $1,533-21.4% | $5,298-77.3% | $2,405-49.9% |
| Participant deferral / active EE | $3,735 | $2,384+56.6% | $5,081-26.5% | $3,739-0.1% |
| Admin fee / account holder | $80 | $89-9.9% | $13,411-99.4% | $102-21.3% |