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 | $132,475 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON DELAWARE Service code 27 · EIN 53-0181291 | Advisory (Plan) | $100,494 |
MITCHELL & TITUS, LLP2 years Filed as: MITCHELL TITUS LLP Service code 10 · EIN 13-2781641 | Accounting | $40,500 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON Service code 27 · EIN 23-1159360 | Advisory (Plan) | $2,535 |
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 | $62,157 | $96,381-35.5% | $140,016-55.6% | $73,367-15.3% |
| Participation rate | 100.0% | 90.1%+9.9pp | 87.5%+12.5pp | 69.5%+30.5pp |
| Annual return | -4.15% | -4.30%+0.1pp | 651.12%-655.3pp | 173.45%-177.6pp |
| Employer contribution / active EE | $2,303 | $4,168-44.7% | $5,606-58.9% | $2,499-7.8% |
| Participant deferral / active EE | $5,414 | $6,186-12.5% | $6,927-21.8% | $4,033+34.2% |
| Admin fee / account holder | $20 | $100-80.0% | $10,705-99.8% | $68-70.7% |