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 |
|---|---|---|
LOWE BROCKENBROUGH & COMPANY INC1 year Filed as: LOWE, BROCKENBROUGH & COMPANY Service code 28 · EIN 54-0859081 1802 BAYBERRY CT · RICHMOND, VA 232263773 | Investment Management | $57,691 |
TIAA3 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $39,355 |
HANTZMON WIEBEL LLP1 year Filed as: HANTZMON WIEBEL, LLP Service code 10 · EIN 54-0618213 PO BOX 1409 · CHARLOTTESVILLE, VA 22902 | Accounting | $18,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $183,799 | $94,833+93.8% | $75,696+142.8% | $86,799+111.8% |
| Participation rate | 67.6% | 79.1%-11.5pp | 74.8%-7.3pp | 72.3%-4.7pp |
| Annual return | 25.55% | 16.91%+8.6pp | 104.53%-79.0pp | 97.91%-72.4pp |
| Employer contribution / active EE | $4,133 | $2,904+42.3% | $2,743+50.7% | $2,405+71.8% |
| Participant deferral / active EE | $3,622 | $3,632-0.3% | $3,821-5.2% | $4,131-12.3% |
| Admin fee / account holder | $309 | $109+184.7% | $3,619-91.5% | $170+82.4% |