Filed November 3, 2013
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 · EIN 13-1624203 | Contract Administrator | $571,959 |
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VALIC Service code 28 · EIN 74-1625348 | Investment Management | $55,411 |
ISLER DARE, P.C.3 years Filed as: ISLER DARE P.C. Service code 29 · EIN 54-1844836 | Legal | $30,884 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,480 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $117,982 | $117,148+0.7% | $67,502+74.8% | $99,062+19.1% |
| Participation rate | 77.4% | 72.7%+4.7pp | 72.9%+4.5pp | 71.6%+5.8pp |
| Annual return | 11.16% | 14.15%-3.0pp | 3512.12%-3501.0pp | 17.66%-6.5pp |
| Employer contribution / active EE | $4,141 | $4,623-10.4% | $2,731+51.6% | $3,262+26.9% |
| Participant deferral / active EE | $3,622 | $4,782-24.3% | $4,000-9.4% | $5,331-32.1% |
| Admin fee / account holder | $65 | $50+29.5% | $3,998-98.4% | $109-40.5% |