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 | $683,313 |
ARC EXPRESS & SURPLUS, LLC7+ years Service code 23 · EIN 11-3367953 | Insurance services | $175,500 |
Service code 29 · EIN 41-0244008 | Legal | $125,999 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $125,904 |
MILLER KAPLAN ARASE LLP1 year Filed as: MILLER, KAPLAN, ARASE, & CO., LLP Service code 10 · EIN 95-2036255 | Accounting | $33,200 |
Service code 38 · EIN 95-4337490 | Participant Communication | $6,964 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,549 | $80,412+20.1% | $109,143-11.5% | $101,517-4.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 75.9%+24.1pp | 74.6%+25.4pp |
| Annual return | 11.30% | 16.17%-4.9pp | 25.75%-14.5pp | 21.00%-9.7pp |
| Employer contribution / active EE | $3,009 | $3,731-19.3% | $3,722-19.1% | $2,973+1.2% |
| Participant deferral / active EE | $8,958 | $3,396+163.8% | $4,653+92.5% | $4,873+83.8% |
| Admin fee / account holder | $81 | $135-40.1% | $6,752-98.8% | $139-42.1% |