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 |
|---|---|---|
TIAA5+ years Filed as: TIAA - TEACHERS INS & ANNUITY ASSOC Service code 15 · EIN 13-1624203 | Recordkeeping | $94,683 |
PLANPILOT, LLC3 years Service code 27 · EIN 45-4168388 | Advisory (Plan) | $42,000 |
BKD, LLP5+ years Service code 10 · EIN 44-0160260 | Accounting | $23,431 |
TIAA1 year Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC.. Service code 37 | Loan Processing | $2,300 |
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $50 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,038 | $204,517-35.0% | $69,455+91.5% | $77,787+71.0% |
| Participation rate | 96.0% | 74.6%+21.4pp | 74.6%+21.4pp | 73.2%+22.8pp |
| Annual return | 17.74% | 22.10%-4.4pp | 28.97%-11.2pp | 32.57%-14.8pp |
| Employer contribution / active EE | $6,099 | $3,548+71.9% | $2,779+119.5% | $2,504+143.5% |
| Participant deferral / active EE | $4,935 | $3,478+41.9% | $3,535+39.6% | $3,967+24.4% |
| Admin fee / account holder | $74 | $101-26.6% | $3,839-98.1% | $100-26.2% |