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 | $91,211 |
Service code 37 · EIN 26-0058143 | Loan Processing | $46,427 |
TIAA3 years Filed as: TIAA- TEACHERS INSURANCE AND ANNUIT Service code 37 · EIN 13-1624203 | Loan Processing | $39,012 |
CAMMACK LARHETTE ADVISORS6+ years Service code 37 · EIN 20-4668732 | Loan Processing | $30,501 |
CARON & BLETZER, PLLC3 years Service code 10 · EIN 04-3499945 | Accounting | $13,775 |
LINCOLN NATIONAL CORPORATION5 years Filed as: LINCOLN - PENFACTS Service code 13 · EIN 35-1140070 | Contract Administrator | $61 |
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 | $211,767 | $120,057+76.4% | $75,696+179.8% | $93,030+127.6% |
| Participation rate | 93.2% | 77.3%+15.9pp | 74.8%+18.3pp | 73.9%+19.3pp |
| Annual return | 13.82% | 19.62%-5.8pp | 104.53%-90.7pp | 158.70%-144.9pp |
| Employer contribution / active EE | $1,139 | $3,253-65.0% | $2,743-58.5% | $2,706-57.9% |
| Participant deferral / active EE | $5,036 | $4,089+23.2% | $3,821+31.8% | $4,562+10.4% |
| Admin fee / account holder | $98 | $81+19.8% | $3,619-97.3% | $152-35.7% |