Filed August 22, 2008
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 | $18,364 |
PRONVEST1+ years Service code 26 · EIN 62-1823351 | Advisory (Participants) | $13,304 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $1,795 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC-RPLP Service code 33 · EIN 95-2834236 | Finders' fees / placement fees; Secur... | $0 |
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 | $43,836 | $37,117+18.1% | $147,614-70.3% | $55,191-20.6% |
| Participation rate | 90.0% | 63.6%+26.4pp | 84.6%+5.3pp | 69.2%+20.8pp |
| Annual return | 0.70% | 3.44%-2.7pp | 61.98%-61.3pp | 10.78%-10.1pp |
| Employer contribution / active EE | $1,994 | $1,620+23.1% | $5,564-64.2% | $1,899+5.0% |
| Participant deferral / active EE | $3,612 | $1,985+81.9% | $4,895-26.2% | $3,046+18.6% |
| Admin fee / account holder | $95 | $86+10.5% | $11,611-99.2% | $91+4.2% |