Filed January 6, 1997 (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 16 · EIN 20-1157630 | Consulting | $49,953 |
Filed as: PRUDENTIAL RET. INS. & ANNUITY CO. Service code 15 · EIN 06-1050034 | Recordkeeping | $32,142 |
Service code 10 · EIN 01-0724563 | Accounting | $25,000 |
HOLLAND & KNIGHT4+ years Filed as: HOLLAND & HART LLP Service code 29 · EIN 84-0382505 | Legal | $20,044 |
CURCIO WEBB1 year Service code 27 · EIN 36-1471366 | Advisory (Plan) | $6,006 |
Service code 51 · EIN 81-4017137 | Investment Mgmt Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $76,561 | $64,457+18.8% | $111,392-31.3% | $55,725+37.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 78.9%+21.1pp | 70.9%+29.1pp |
| Annual return | -3.17% | -19.97%+16.8pp | -2.06%-1.1pp | 244.93%-248.1pp |
| Employer contribution / active EE | $2,143 | $3,956-45.8% | $4,328-50.5% | $2,078+3.1% |
| Participant deferral / active EE | $5,072 | $5,219-2.8% | $5,567-8.9% | $3,356+51.1% |
| Admin fee / account holder | $219 | $112+95.7% | $12,266-98.2% | $115+90.3% |