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 | $200,970 |
401K ADVISORS INC5+ years Filed as: 401K ADVISORS, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $52,500 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $1,551 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $172,790 | $113,995+51.6% | $127,761+35.2% | $77,787+122.1% |
| Participation rate | 92.0% | 85.7%+6.3pp | 79.0%+13.0pp | 73.2%+18.8pp |
| Annual return | 19.58% | 26.09%-6.5pp | 26.14%-6.6pp | 32.57%-13.0pp |
| Employer contribution / active EE | $5,587 | $6,012-7.1% | $4,574+22.2% | $2,504+123.1% |
| Participant deferral / active EE | $7,364 | $7,267+1.3% | $6,021+22.3% | $3,967+85.6% |
| Admin fee / account holder | $78 | $108-27.8% | $9,395-99.2% | $100-22.2% |