Filed June 6, 2002 (most recent of 2 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 |
|---|---|---|
DRINKER BIDDLE & REATH LLP2+ years Filed as: DRINKER, BIDDLE & REATH LLP Service code 29 · EIN 23-1423089 | Legal | $120,873 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $80,288 |
Filed as: CAPTRUST FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $67,000 |
ARC EXPRESS & SURPLUS, LLC2+ years Service code 15 · EIN 11-3367953 | Recordkeeping | $54,165 |
MILLER KAPLAN ARASE LLP2+ years Service code 10 · EIN 95-2036255 | Accounting | $12,600 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | 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 | $54,879 | $50,626+8.4% | $84,750-35.2% | $65,292-15.9% |
| Participation rate | 100.0% | 89.2%+10.8pp | 76.6%+23.4pp | 72.4%+27.6pp |
| Annual return | 6.13% | 5.34%+0.8pp | 22.78%-16.7pp | 11.84%-5.7pp |
| Employer contribution / active EE | $2,518 | $3,033-17.0% | $3,574-29.5% | $2,302+9.4% |
| Participant deferral / active EE | $7,071 | $3,109+127.4% | $3,712+90.5% | $3,579+97.6% |
| Admin fee / account holder | $41 | $97-57.7% | $5,332-99.2% | $57-28.7% |