Filed March 27, 2007
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $134,875 |
HIGHTOWER ADVISORS LLC3 years Filed as: HIGHTOWER ADVISORS, LLC Service code 27 · EIN 36-4500709 | Advisory (Plan) | $56,660 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,130 | $65,904-5.7% | $160,784-61.4% | $79,634-22.0% |
| Participation rate | 97.7% | 56.2%+41.5pp | 77.0%+20.8pp | 62.5%+35.2pp |
| Annual return | 5.72% | 20.16%-14.4pp | 1803.92%-1798.2pp | 36.46%-30.7pp |
| Employer contribution / active EE | $1,248 | $1,805-30.9% | $3,733-66.6% | $2,529-50.7% |
| Participant deferral / active EE | $4,480 | $3,692+21.3% | $6,293-28.8% | $3,835+16.8% |
| Admin fee / account holder | $216 | $965-77.6% | $9,717-97.8% | $1,002-78.4% |