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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $385,002 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $117,000 |
ARC EXPRESS & SURPLUS, LLC3+ years Service code 49 · EIN 11-3367953 | Other Services | $54,165 |
DRINKER BIDDLE & REATH LLP3+ years Filed as: DRINKER, BIDDLE & REATH LLP Service code 29 · EIN 23-1423089 | Legal | $51,845 |
MILLER KAPLAN ARASE LLP3+ years Service code 10 · EIN 95-2036255 | Accounting | $22,600 |
Filed as: DRINKER BIDDLE & REATH Service code 27 · EIN 24-1423089 | Advisory (Plan) | $9,439 |
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 | $63,866 | $59,184+7.9% | $92,233-30.8% | $177,276-64.0% |
| Participation rate | 100.0% | 85.6%+14.4pp | 76.5%+23.5pp | 74.8%+25.2pp |
| Annual return | 21.88% | 15.88%+6.0pp | 176.28%-154.4pp | 21.25%+0.6pp |
| Employer contribution / active EE | $2,490 | $2,985-16.6% | $3,679-32.3% | $2,479+0.5% |
| Participant deferral / active EE | $7,198 | $2,859+151.7% | $3,897+84.7% | $3,881+85.5% |
| Admin fee / account holder | $72 | $98-26.5% | $5,194-98.6% | $154-53.1% |