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 |
|---|---|---|
TIAA6+ years Filed as: TIAA - TEACHERS INS & ANNUITY ASSOC Service code 15 · EIN 13-1624203 | Recordkeeping | $110,416 |
PLANPILOT, LLC4 years Service code 27 · EIN 45-4168388 | Advisory (Plan) | $42,000 |
BKD, LLP6+ years Service code 10 · EIN 44-0160260 | Accounting | $21,465 |
ICE MILLER LLP1 year Filed as: ICE MILLER, LLP Service code 29 · EIN 35-0874357 | Legal | $11,188 |
TIAA3 years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC. Service code 37 | Loan Processing | $1,275 |
LINCOLN NATIONAL CORPORATION4 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,280 | $105,581+46.1% | $70,449+119.0% | $90,288+70.9% |
| Participation rate | 96.9% | 77.5%+19.4pp | 75.1%+21.9pp | 73.4%+23.6pp |
| Annual return | 13.17% | 14.78%-1.6pp | 109.03%-95.9pp | 53.97%-40.8pp |
| Employer contribution / active EE | $6,599 | $3,304+99.7% | $2,737+141.1% | $2,524+161.4% |
| Participant deferral / active EE | $5,419 | $3,813+42.1% | $3,709+46.1% | $4,232+28.0% |
| Admin fee / account holder | $88 | $68+30.7% | $3,845-97.7% | $114-22.6% |