Filed February 1, 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 |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $2,400 |
JEFF BARNES1+ years Filed as: JEFF JARBO Service code 56 BENTLY ENTERPRISES, LLC · MINDEN, NV 89423 | Non-monetary compensation | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 33 · EIN 13-2655998 | Securities brokerage commissions and ... | $0 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $0 |
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 | $79,174 | $60,165+31.6% | $74,183+6.7% | $55,167+43.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 6.82% | 10.00%-3.2pp | 17.74%-10.9pp | 169.23%-162.4pp |
| Employer contribution / active EE | $2,237 | $1,600+39.8% | $2,370-5.6% | $1,963+14.0% |
| Participant deferral / active EE | $5,799 | $2,973+95.1% | $3,550+63.4% | $3,054+89.9% |
| Admin fee / account holder | $11 | $419-97.5% | $5,586-99.8% | $504-97.9% |