Filed December 21, 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,083 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC Service code 27 · EIN 22-2232264 | Advisory (Plan) | $8,756 |
Filed as: PRUDENTIAL INSURANCE CO OF AMERICA Service code 37 · EIN 22-1211670 | Loan Processing | $1,843 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 33 · EIN 13-2655998 | Securities brokerage; Securities brok... | $0 |
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 | $80,719 | $71,666+12.6% | $117,854-31.5% | $69,631+15.9% |
| Participation rate | 94.6% | 77.5%+17.1pp | 79.7%+15.0pp | 70.7%+23.9pp |
| Annual return | 22.98% | 18.86%+4.1pp | 335.08%-312.1pp | 27571.02%-27548.0pp |
| Employer contribution / active EE | $1,336 | $1,889-29.3% | $3,786-64.7% | $2,032-34.2% |
| Participant deferral / active EE | $7,967 | $3,340+138.5% | $4,482+77.8% | $3,224+147.1% |
| Admin fee / account holder | $32 | $120-73.0% | $8,020-99.6% | $110-70.6% |