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 | $684,916 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $130,677 |
ARC EXPRESS & SURPLUS, LLC6+ years Service code 14 · EIN 11-3367953 | Plan Administrator | $102,012 |
Service code 29 · EIN 41-0244008 | Legal | $55,372 |
Filed as: DRINKER, BIDDLE, & REATH LLP Service code 10 · EIN 23-1423089 | Accounting | $50,478 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 99 · EIN 22-1211670 | Other Fees | $0 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Filed as: PRUDENTIAL TRUST CO. Service code 52 · EIN 23-6994310 | Indirect Investment Fees | $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 | $95,072 | $73,497+29.4% | $101,248-6.1% | $93,223+2.0% |
| Participation rate | 92.5% | 84.5%+8.0pp | 75.8%+16.7pp | 74.9%+17.6pp |
| Annual return | 20.82% | 11.66%+9.2pp | 46.47%-25.7pp | 19.29%+1.5pp |
| Employer contribution / active EE | $2,624 | $3,600-27.1% | $3,660-28.3% | $2,680-2.1% |
| Participant deferral / active EE | $8,501 | $3,303+157.4% | $4,370+94.5% | $4,563+86.3% |
| Admin fee / account holder | $79 | $121-34.6% | $5,945-98.7% | $79-0.1% |