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 |
|---|---|---|
TIAA6+ years Service code 13 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $31,104 |
HIGHTOWER ADVISORS LLC5+ years Filed as: HIGHTOWER ADVISORS, LLC Service code 31 200 W MADISON ST · CHICAGO, IL 606063497 | Named fiduciary | $29,548 |
LINCOLN NATIONAL CORPORATION6+ years Filed as: LINCOLN - APS Service code 13 · EIN 35-1140070 | Contract Administrator | $850 |
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 | $88,316 | $65,322+35.2% | $70,449+25.4% | $73,488+20.2% |
| Participation rate | 74.9% | 77.0%-2.1pp | 75.1%-0.2pp | 70.7%+4.2pp |
| Annual return | 12.34% | 15.71%-3.4pp | 109.03%-96.7pp | 28.51%-16.2pp |
| Employer contribution / active EE | $1,772 | $2,460-28.0% | $2,737-35.3% | $2,270-21.9% |
| Participant deferral / active EE | $3,514 | $3,375+4.1% | $3,709-5.2% | $3,740-6.0% |
| Admin fee / account holder | $155 | $214-27.6% | $3,845-96.0% | $513-69.8% |