Filed July 20, 2010 (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: FIDELITY INV INST OPER COMP, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $76,379 |
CAMMACK LARHETTE ADVISORS5+ years Service code 37 · EIN 20-4668732 | Loan Processing | $45,075 |
TIAA2 years Filed as: TIAA- TEACHERS INSURANCE AND ANNUIT Service code 37 · EIN 13-1624203 | Loan Processing | $31,381 |
CARON & BLETZER, PLLC2 years Service code 10 · EIN 04-3499945 | Accounting | $12,500 |
WORKDAY, INC.3 years Service code 15 · EIN 20-2480422 | Recordkeeping | $12,000 |
LINCOLN NATIONAL CORPORATION4 years Filed as: LINCOLN - PENFACTS Service code 13 · EIN 35-1140070 | Contract Administrator | $183 |
Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,451 | $105,581+90.8% | $70,449+186.0% | $90,288+123.1% |
| Participation rate | 94.0% | 77.5%+16.4pp | 75.1%+18.9pp | 73.4%+20.6pp |
| Annual return | 15.19% | 14.78%+0.4pp | 109.03%-93.8pp | 53.97%-38.8pp |
| Employer contribution / active EE | $3,100 | $3,304-6.2% | $2,737+13.3% | $2,524+22.8% |
| Participant deferral / active EE | $5,295 | $3,813+38.9% | $3,709+42.8% | $4,232+25.1% |
| Admin fee / account holder | $83 | $68+23.2% | $3,845-97.8% | $114-27.1% |