Filed January 6, 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 |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $28,973 |
MOSS ADAMS LLP1+ years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $24,388 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $20,000 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 15 · EIN 13-4122960 | Recordkeeping | $0 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $0 |
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 | $63,045 | $48,277+30.6% | $63,517-0.7% | $55,191+14.2% |
| Participation rate | 100.0% | 69.4%+30.6pp | 71.0%+29.0pp | 69.2%+30.8pp |
| Annual return | 2.16% | 2.37%-0.2pp | -70.30%+72.5pp | 10.78%-8.6pp |
| Employer contribution / active EE | $2,676 | $1,592+68.1% | $2,322+15.3% | $1,899+40.9% |
| Participant deferral / active EE | $6,727 | $2,432+176.6% | $2,953+127.8% | $3,046+120.8% |
| Admin fee / account holder | $58 | $86-32.3% | $5,892-99.0% | $91-35.9% |