Filed June 20, 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 |
|---|---|---|
TIAA4+ years Service code 13 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $19,608 |
HIGHTOWER ADVISORS LLC3+ years Filed as: HIGHTOWER ADVISORS, LLC Service code 31 · EIN 36-4500709 | Named fiduciary | $18,535 |
LINCOLN NATIONAL CORPORATION4+ years Filed as: LINCOLN - APS Service code 13 · EIN 35-1140070 | Contract Administrator | $1,172 |
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 | $66,110 | $55,002+20.2% | $59,878+10.4% | $56,287+17.5% |
| Participation rate | 93.3% | 75.9%+17.3pp | 74.7%+18.6pp | 69.9%+23.4pp |
| Annual return | -4.50% | 1.13%-5.6pp | 3.46%-8.0pp | -9.96%+5.5pp |
| Employer contribution / active EE | $2,249 | $2,448-8.1% | $2,722-17.4% | $2,111+6.5% |
| Participant deferral / active EE | $3,934 | $3,121+26.0% | $3,402+15.6% | $3,350+17.4% |
| Admin fee / account holder | $98 | $236-58.3% | $3,590-97.3% | $521-81.1% |