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 | $66,288 |
401K ADVISORS INC5+ years Filed as: 401K ADVISORS, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $37,500 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $1,212 |
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 | $235,587 | $72,658+224.2% | $127,761+84.4% | $67,579+248.6% |
| Participation rate | 97.2% | 80.0%+17.2pp | 79.0%+18.2pp | 71.3%+25.9pp |
| Annual return | 22.86% | 26.49%-3.6pp | 26.14%-3.3pp | 378.56%-355.7pp |
| Employer contribution / active EE | $7,196 | $3,988+80.4% | $4,574+57.3% | $2,148+235.0% |
| Participant deferral / active EE | $9,246 | $5,383+71.8% | $6,021+53.5% | $3,539+161.2% |
| Admin fee / account holder | $180 | $127+42.1% | $9,395-98.1% | $142+26.8% |