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 |
|---|---|---|
TIAA5+ years Service code 13 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $33,383 |
HIGHTOWER ADVISORS LLC4+ years Filed as: HIGHTOWER ADVISORS, LLC Service code 31 200 W MADISON ST · CHICAGO, IL 606063497 | Named fiduciary | $31,714 |
LINCOLN NATIONAL CORPORATION5+ years Filed as: LINCOLN - APS Service code 13 · EIN 35-1140070 | Contract Administrator | $885 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $76,029 | $95,542-20.4% | $69,455+9.5% | $67,579+12.5% |
| Participation rate | 69.9% | 79.4%-9.5pp | 74.6%-4.7pp | 71.3%-1.4pp |
| Annual return | 18.27% | 17.67%+0.6pp | 28.97%-10.7pp | 378.56%-360.3pp |
| Employer contribution / active EE | $1,581 | $2,989-47.1% | $2,779-43.1% | $2,148-26.4% |
| Participant deferral / active EE | $2,967 | $3,263-9.1% | $3,535-16.1% | $3,539-16.2% |
| Admin fee / account holder | $158 | $90+76.0% | $3,839-95.9% | $142+11.1% |