Filed March 31, 2008 (most recent of 3 filings on file)
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 |
|---|---|---|
Filed as: LOWE, BROCKENBROUGH &COMPANY Service code 28 · EIN 54-0859081 | Investment Management | $43,793 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $38,436 |
Filed as: MASSMUTUAL LIFE INS. CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $140,620 | $60,795+131.3% | $69,455+102.5% | $65,185+115.7% |
| Participation rate | 85.7% | 74.9%+10.8pp | 74.6%+11.0pp | 70.2%+15.5pp |
| Annual return | 5.47% | 17.46%-12.0pp | 28.97%-23.5pp | 29.38%-23.9pp |
| Employer contribution / active EE | $5,300 | $2,452+116.2% | $2,779+90.7% | $2,177+143.5% |
| Participant deferral / active EE | $4,908 | $3,162+55.2% | $3,535+38.8% | $3,514+39.7% |
| Admin fee / account holder | $210 | $314-33.1% | $3,839-94.5% | $847-75.2% |