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 |
|---|---|---|
TIAA7+ years Service code 13 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $36,753 |
HIGHTOWER ADVISORS LLC6+ years Filed as: HIGHTOWER ADVISORS, LLC Service code 31 200 W MADISON ST · CHICAGO, IL 606063497 | Named fiduciary | $34,535 |
LINCOLN NATIONAL CORPORATION7+ years Filed as: LINCOLN - APS Service code 13 · EIN 35-1140070 | Contract Administrator | $750 |
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 | $92,633 | $74,706+24.0% | $75,696+22.4% | $79,386+16.7% |
| Participation rate | 82.4% | 75.3%+7.1pp | 74.8%+7.6pp | 70.7%+11.7pp |
| Annual return | 12.84% | 18.52%-5.7pp | 104.53%-91.7pp | 116.85%-104.0pp |
| Employer contribution / active EE | $1,756 | $2,590-32.2% | $2,743-36.0% | $2,427-27.7% |
| Participant deferral / active EE | $3,657 | $3,533+3.5% | $3,821-4.3% | $4,046-9.6% |
| Admin fee / account holder | $180 | $374-51.9% | $3,619-95.0% | $626-71.3% |