Filed December 21, 2004 (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 3-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 |
|---|---|---|
MITCHELL & TITUS, LLP1 year Filed as: MITCHELL TITUS LLP Service code 10 · EIN 13-2781641 | Accounting | $26,617 |
Filed as: TOWERS WATSON DELAWARE Service code 27 · EIN 53-0181291 | Advisory (Plan) | $1,599 |
Filed as: PRUDENTIAL RETIREMENT Service code 21 · EIN 36-1050034 | Bank Trustee | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,705 | $71,802-57.2% | $133,980-77.1% | $57,658-46.7% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.1%+12.9pp | 70.2%+29.8pp |
| Annual return | 6.32% | 13.51%-7.2pp | 29.30%-23.0pp | 5.13%+1.2pp |
| Employer contribution / active EE | $1,471 | $3,161-53.5% | $5,211-71.8% | $1,974-25.5% |
| Participant deferral / active EE | $2,402 | $4,606-47.9% | $6,282-61.8% | $3,061-21.5% |
| Admin fee / account holder | $54 | $88-38.1% | $9,324-99.4% | $95-42.6% |