Filed February 15, 2006
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 | $61,503 |
401K ADVISORS INC4+ years Filed as: 401K ADVISORS, INC. Service code 16 · EIN 33-0905143 | Consulting | $61,250 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | 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 | $212,793 | $64,457+230.1% | $111,392+91.0% | $55,725+281.9% |
| Participation rate | 97.4% | 79.7%+17.7pp | 78.9%+18.5pp | 70.9%+26.5pp |
| Annual return | -2.68% | -19.97%+17.3pp | -2.06%-0.6pp | 244.93%-247.6pp |
| Employer contribution / active EE | $7,173 | $3,956+81.3% | $4,328+65.7% | $2,078+245.2% |
| Participant deferral / active EE | $9,213 | $5,219+76.5% | $5,567+65.5% | $3,356+174.6% |
| Admin fee / account holder | $230 | $112+105.8% | $12,266-98.1% | $115+100.1% |