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 | $46,377 |
TIAA5 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $44,469 |
HANTZMON WIEBEL LLP3 years Filed as: HANTZMON WIEBEL, LLP Service code 10 · EIN 54-0618213 PO BOX 1409 · CHARLOTTESVILLE, VA 22902 | Accounting | $27,000 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC Service code 27 · EIN 43-1451524 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $16,420 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $155,959 | $83,884+85.9% | $64,056+143.5% | $74,419+109.6% |
| Participation rate | 76.0% | 76.6%-0.6pp | 72.3%+3.7pp | 70.7%+5.2pp |
| Annual return | 11.11% | 16.57%-5.5pp | 33.69%-22.6pp | 34.38%-23.3pp |
| Employer contribution / active EE | $5,170 | $3,084+67.7% | $2,747+88.2% | $2,637+96.0% |
| Participant deferral / active EE | $4,617 | $3,692+25.1% | $3,880+19.0% | $4,528+2.0% |
| Admin fee / account holder | $334 | $196+70.6% | $3,068-89.1% | $348-3.9% |