Filed January 6, 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 | $18,457 |
GRUNDFOS PUMPS CORPORATION1+ years Service code 56 · EIN 27-0058684 | Non-monetary compensation | $0 |
KRISTI WHITE2+ years Service code 56 GRUNDFOS PUMPS CORPORATION · FRESHNO, CA 93727 | Non-monetary compensation | $0 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $0 |
SUE-ANN SANDRI1+ years Filed as: SUE BOHIGIAN Service code 56 GRUNDFOS PUMPS CORPORATION · FRESNO, CA 93727 | Non-monetary compensation | $0 |
THOMAS BEAL1+ years Filed as: THOMAS LARSEN Service code 56 GRUNDFOS PUMPS CORPORATION · FRESNO, CA 93727 | Non-monetary compensation | $0 |
TONY SANTORO1+ years Filed as: TONY SELLERS Service code 56 GRUNDFOS PUMPS CORPORATION · FRESNO, CA 93727 | Non-monetary compensation | $0 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 33 · EIN 34-1542819 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $91,090 | $80,211+13.6% | $74,183+22.8% | $63,975+42.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 6.80% | 14.13%-7.3pp | 17.74%-10.9pp | 48.65%-41.9pp |
| Employer contribution / active EE | $5,151 | $2,553+101.7% | $2,370+117.3% | $2,182+136.1% |
| Participant deferral / active EE | $5,567 | $4,370+27.4% | $3,550+56.8% | $3,356+65.9% |
| Admin fee / account holder | $10 | $67-85.5% | $5,586-99.8% | $70-86.2% |