Filed August 8, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: INDEPENDENT FINANACIAL PARTNERS FBO Service code 27 · EIN 59-3331424 | Advisory (Plan) | $62,792 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $2,845 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $0 |
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 | $135,005 | $41,854+222.6% | $73,843+82.8% | $52,331+158.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 73.4%+26.6pp | 68.1%+31.9pp |
| Annual return | 0.13% | 2.11%-2.0pp | 2267.84%-2267.7pp | 4.54%-4.4pp |
| Employer contribution / active EE | $7,726 | $1,920+302.4% | $2,787+177.2% | $1,882+310.6% |
| Participant deferral / active EE | $8,137 | $2,498+225.7% | $3,583+127.1% | $3,022+169.2% |
| Admin fee / account holder | $240 | $493-51.4% | $4,880-95.1% | $592-59.5% |