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 |
|---|---|---|
TIAA8+ years Filed as: TIAA - TEACHERS INS & ANNUITY ASSOC Service code 15 · EIN 13-1624203 | Recordkeeping | $122,929 |
PLANPILOT, LLC6 years Service code 27 · EIN 45-4168388 | Advisory (Plan) | $45,245 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $25,966 |
TIAA5 years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC. Service code 37 | Loan Processing | $1,550 |
LINCOLN NATIONAL CORPORATION6 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 | $140,423 | $98,780+42.2% | $60,874+130.7% | $77,904+80.3% |
| Participation rate | 93.6% | 76.7%+17.0pp | 73.1%+20.5pp | 73.7%+20.0pp |
| Annual return | -12.19% | -11.56%-0.6pp | 16.90%-29.1pp | 12.21%-24.4pp |
| Employer contribution / active EE | $6,133 | $3,605+70.1% | $2,701+127.0% | $2,848+115.4% |
| Participant deferral / active EE | $5,603 | $4,200+33.4% | $3,817+46.8% | $4,806+16.6% |
| Admin fee / account holder | $89 | $89+0.7% | $3,224-97.2% | $133-32.7% |