Filed August 9, 2013 (most recent of 5 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 |
|---|---|---|
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $48,400 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $39,627 |
BENEFITS FUNDING SERVICES GROUP3+ years Service code 16 · EIN 20-8532658 | Consulting | $13,750 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,280 | $89,274-7.8% | $149,718-45.0% | $77,958+5.5% |
| Participation rate | 98.8% | 87.6%+11.1pp | 87.1%+11.7pp | 71.6%+27.1pp |
| Annual return | 19.08% | 20.36%-1.3pp | 1501.63%-1482.6pp | 20.87%-1.8pp |
| Employer contribution / active EE | $2,852 | $3,727-23.5% | $5,445-47.6% | $2,310+23.5% |
| Participant deferral / active EE | $6,976 | $5,382+29.6% | $6,569+6.2% | $3,537+97.3% |
| Admin fee / account holder | $31 | $240-87.0% | $11,283-99.7% | $97-68.1% |