Filed May 17, 2008
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 |
|---|---|---|
TIAA10+ years Filed as: TIAA - TEACHERS INS & ANNUITY ASSOC Service code 15 · EIN 13-1624203 | Recordkeeping | $194,724 |
PLANPILOT, LLC8 years Service code 27 · EIN 45-4168388 | Advisory (Plan) | $36,851 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES, INC Service code 14 · EIN 13-3745616 | Plan Administrator | $32,395 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $31,180 |
TIAA1 year Filed as: TIAA - TEACHERS INS & ANNUITY Service code 37 | Loan Processing | $2,700 |
LINCOLN NATIONAL CORPORATION8 years Service code 13 · EIN 35-1140070 | Contract Administrator | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,561 | $113,293+52.3% | $67,502+155.6% | $199,593-13.5% |
| Participation rate | 27.6% | 73.3%-45.7pp | 72.9%-45.3pp | 72.0%-44.4pp |
| Annual return | 12.35% | 15.88%-3.5pp | 3512.12%-3499.8pp | 34.25%-21.9pp |
| Employer contribution / active EE | $2,038 | $3,401-40.1% | $2,731-25.4% | $3,034-32.8% |
| Participant deferral / active EE | $1,894 | $4,159-54.4% | $4,000-52.6% | $5,087-62.8% |
| Admin fee / account holder | $135 | $103+31.8% | $3,998-96.6% | $269-49.7% |