Filed August 18, 2017 (most recent of 7 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $485,884 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $34,061 |
AON CONSULTING5 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 28 · EIN 36-3109431 | Investment Management | $33,719 |
LATHAM & WATKINS LLP1 year Service code 29 · EIN 95-2018373 | Legal | $24,750 |
Filed as: PRUDENTIAL TRUST CO Service code 28 · EIN 23-6994310 | Investment Management | $15,413 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $188,347 | $114,195+64.9% | $106,548+76.8% | $93,030+102.5% |
| Participation rate | 98.5% | 86.4%+12.1pp | 76.1%+22.4pp | 73.9%+24.6pp |
| Annual return | 22.16% | 22.18%0pp | 26.80%-4.6pp | 158.70%-136.5pp |
| Employer contribution / active EE | $0 | $4,009-100.0% | $2,819-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $8,940 | $5,908+51.3% | $4,398+103.3% | $4,562+96.0% |
| Admin fee / account holder | $91 | $105-12.8% | $7,407-98.8% | $152-39.7% |