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 | $48,884 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $42,514 |
HANTZMON WIEBEL LLP1 year Filed as: HANTZMON WEIBEL LLP Service code 10 · EIN 54-0618213 | Accounting | $15,000 |
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 | $149,824 | $84,948+76.4% | $70,449+112.7% | $73,409+104.1% |
| Participation rate | 70.5% | 79.9%-9.5pp | 75.1%-4.6pp | 72.2%-1.7pp |
| Annual return | 4.75% | 13.39%-8.6pp | 109.03%-104.3pp | 59.29%-54.5pp |
| Employer contribution / active EE | $4,557 | $2,834+60.8% | $2,737+66.5% | $2,234+104.0% |
| Participant deferral / active EE | $4,019 | $3,387+18.7% | $3,709+8.4% | $3,805+5.6% |
| Admin fee / account holder | $282 | $98+187.7% | $3,845-92.7% | $158+78.8% |