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 1802 BAYBERRY CT · RICHMOND, VA 232263773 | Investment Management | $66,299 |
TIAA4 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $45,147 |
HANTZMON WIEBEL LLP2 years Filed as: HANTZMON WIEBEL, LLP Service code 10 · EIN 54-0618213 PO BOX 1409 · CHARLOTTESVILLE, VA 22902 | Accounting | $13,500 |
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 | $150,607 | $79,124+90.3% | $60,874+147.4% | $64,808+132.4% |
| Participation rate | 68.9% | 77.7%-8.8pp | 73.1%-4.2pp | 71.5%-2.5pp |
| Annual return | -10.30% | -7.13%-3.2pp | 16.90%-27.2pp | 32.82%-43.1pp |
| Employer contribution / active EE | $4,507 | $3,050+47.8% | $2,701+66.8% | $2,506+79.8% |
| Participant deferral / active EE | $4,116 | $3,725+10.5% | $3,817+7.8% | $4,310-4.5% |
| Admin fee / account holder | $336 | $106+218.2% | $3,224-89.6% | $188+79.0% |