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 | $15,476 |
GRUNDFOS PUMPS CORPORATION2+ years Service code 56 · EIN 27-0058684 | Non-monetary compensation | $0 |
KRISTI WHITE3+ years Service code 56 GRUNDFOS PUMPS CORPORATION · DOWNERS GROVE, IL 60515 | Non-monetary compensation | $0 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $0 |
TONY SANTORO2+ years Filed as: TONY SELLERS Service code 56 GRUNDFOS PUMPS CORPORATION · DOWNERS GROVE, IL 60515 | Non-monetary compensation | $0 |
WELLS FARGO BANK, N.A.3+ 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 | $107,525 | $88,730+21.2% | $82,313+30.6% | $77,958+37.9% |
| Participation rate | 96.9% | 84.5%+12.4pp | 76.9%+20.0pp | 71.6%+25.2pp |
| Annual return | 16.89% | 20.88%-4.0pp | 25.88%-9.0pp | 20.87%-4.0pp |
| Employer contribution / active EE | $4,967 | $2,758+80.1% | $2,428+104.6% | $2,310+115.0% |
| Participant deferral / active EE | $5,548 | $4,634+19.7% | $3,706+49.7% | $3,537+56.9% |
| Admin fee / account holder | $8 | $74-89.1% | $5,608-99.9% | $97-91.7% |