Filed January 6, 2006
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 INS Service code 64 · EIN 06-1050034 | Recordkeeping Fees | $116,557 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $59,996 |
MOORE GRIDER & COMPANY8+ years Service code 10 · EIN 94-2191284 | Accounting | $41,833 |
Filed as: THE PRUDENTIAL INSURANCE CO Service code 60 · EIN 22-1211670 | Sub-TA Fees | $38,920 |
Filed as: WILLIS TOWERS WATSON Service code 27 · EIN 53-0181291 | Advisory (Plan) | $35,350 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,918 |
OGLETREE DEAKINS1 year Filed as: OGLETREE Service code 29 · EIN 57-1044820 | Legal | $11,901 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,753 | $130,141-8.0% | $86,677+38.2% | $77,904+53.7% |
| Participation rate | 95.8% | 85.9%+9.8pp | 76.6%+19.2pp | 73.7%+22.1pp |
| Annual return | -16.78% | -12.75%-4.0pp | 35.91%-52.7pp | 12.21%-29.0pp |
| Employer contribution / active EE | $4,357 | $3,220+35.3% | $2,836+53.6% | $2,848+53.0% |
| Participant deferral / active EE | $6,966 | $5,757+21.0% | $4,656+49.6% | $4,806+44.9% |
| Admin fee / account holder | $44 | $132-66.9% | $7,493-99.4% | $133-67.1% |