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 | $723,319 |
DRINKER BIDDLE & REATH LLP5+ years Filed as: DRINKER, BIDDLE & REATH LLP Service code 29 · EIN 23-1423089 | Legal | $193,440 |
CAP FINANCIAL PARTNERS, LLC2 years Filed as: CAP FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $118,450 |
ARC EXPRESS & SURPLUS, LLC5+ years Service code 49 · EIN 11-3367953 | Other Services | $100,182 |
MILLER KAPLAN ARASE LLP5+ years Service code 10 · EIN 95-2036255 | Accounting | $30,200 |
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 | $75,550 | $78,226-3.4% | $92,893-18.7% | $82,204-8.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.0%+24.0pp | 73.4%+26.6pp |
| Annual return | 22.94% | 19.33%+3.6pp | 109.41%-86.5pp | 26.31%-3.4pp |
| Employer contribution / active EE | $3,023 | $3,911-22.7% | $3,653-17.2% | $2,707+11.7% |
| Participant deferral / active EE | $8,235 | $3,648+125.7% | $4,236+94.4% | $4,246+94.0% |
| Admin fee / account holder | $87 | $119-26.6% | $5,794-98.5% | $76+15.7% |