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 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 |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INSURANCE COM Service code 37 · EIN 06-1050034 | Loan Processing | $141,375 |
ERNST & YOUNG LLP1+ years Filed as: ERNST & YOUNG FBO M&T Service code 10 · EIN 34-6565596 | Accounting | $29,000 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 27 · EIN 23-1159360 | Advisory (Plan) | $12,192 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE,INC Service code 27 · EIN 53-0181291 | Advisory (Plan) | $0 |
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 | $59,677 | $87,670-31.9% | $123,104-51.5% | $69,651-14.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 86.8%+13.2pp | 66.6%+33.4pp |
| Annual return | 1.26% | 3.10%-1.8pp | 13.22%-12.0pp | 53.77%-52.5pp |
| Employer contribution / active EE | $2,170 | $3,511-38.2% | $5,151-57.9% | $2,241-3.1% |
| Participant deferral / active EE | $5,115 | $5,412-5.5% | $6,230-17.9% | $3,635+40.7% |
| Admin fee / account holder | $15 | $94-84.1% | $9,015-99.8% | $63-76.3% |