Filed May 23, 2013 (most recent of 2 filings on file)
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 |
|---|---|---|
HIGHTOWER ADVISORS LLC4 years Filed as: HIGHTOWER ADVISORS, LLC Service code 15 · EIN 36-4500709 | Recordkeeping | $43,309 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,022 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,275 | $56,767+11.5% | $101,794-37.8% | $85,563-26.0% |
| Participation rate | 87.4% | 57.6%+29.8pp | 69.2%+18.2pp | 66.0%+21.4pp |
| Annual return | 17.59% | 17.76%-0.2pp | 30.53%-12.9pp | 31.51%-13.9pp |
| Employer contribution / active EE | $1,084 | $1,112-2.5% | $2,289-52.6% | $2,654-59.1% |
| Participant deferral / active EE | $4,919 | $2,720+80.9% | $4,084+20.5% | $4,375+12.4% |
| Admin fee / account holder | $275 | $1,098-75.0% | $8,777-96.9% | $834-67.1% |