Filed January 18, 2018 (most recent of 5 filings on file)
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 | $238,091 |
BENEFITS FUNDING SERVICES GROUP2+ years Service code 27 · EIN 20-8532658 | Advisory (Plan) | $226,176 |
HOLTHOUSE CARLIN & VAN TRIGT LLP2+ years Filed as: HOLTHOUSE, CARLIN & VAN TRIGT, LLP Service code 10 · EIN 95-4345526 | Accounting | $20,886 |
FOLEY & LARDNER LLP1 year Service code 16 · EIN 39-0473800 | Consulting | $6,590 |
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 | $65,433 | $37,213+75.8% | $156,549-58.2% | $63,975+2.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 84.0%+16.0pp | 71.1%+28.9pp |
| Annual return | 7.77% | 47.89%-40.1pp | 32.23%-24.5pp | 48.65%-40.9pp |
| Employer contribution / active EE | $2,140 | $1,357+57.7% | $5,501-61.1% | $2,182-1.9% |
| Participant deferral / active EE | $5,090 | $2,070+145.9% | $4,871+4.5% | $3,356+51.7% |
| Admin fee / account holder | $99 | $56+75.0% | $13,027-99.2% | $70+40.0% |