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 Service code 37 · EIN 06-1050034 | Loan Processing | $127,050 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON DELAWARE Service code 27 · EIN 53-0181291 | Advisory (Plan) | $100,425 |
MITCHELL & TITUS, LLP1 year Filed as: MITCHELL TITUS LLP Service code 10 · EIN 13-2781641 | Accounting | $30,599 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON Service code 27 · EIN 23-1159360 | Advisory (Plan) | $19,725 |
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 | $71,982 | $112,134-35.8% | $149,718-51.9% | $80,976-11.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.1%+12.9pp | 68.3%+31.7pp |
| Annual return | 18.41% | 17.23%+1.2pp | 1501.63%-1483.2pp | 22.91%-4.5pp |
| Employer contribution / active EE | $2,349 | $3,991-41.1% | $5,445-56.9% | $2,402-2.2% |
| Participant deferral / active EE | $5,539 | $6,036-8.2% | $6,569-15.7% | $3,848+43.9% |
| Admin fee / account holder | $11 | $109-89.5% | $11,283-99.9% | $67-83.0% |