Filed December 1, 2006
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $54,881 |
HIGHTOWER ADVISORS LLC8+ years Filed as: HIGHTOWER ADVISORS, LLC Service code 27 · EIN 36-4500709 | Advisory (Plan) | $13,667 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,782 | $52,525-1.4% | $117,472-55.9% | $77,904-33.5% |
| Participation rate | 80.7% | 61.6%+19.1pp | 70.6%+10.1pp | 73.7%+7.0pp |
| Annual return | -18.05% | -13.76%-4.3pp | 29.74%-47.8pp | 12.21%-30.3pp |
| Employer contribution / active EE | $1,892 | $2,166-12.6% | $4,176-54.7% | $2,848-33.6% |
| Participant deferral / active EE | $3,894 | $3,087+26.1% | $4,070-4.3% | $4,806-19.0% |
| Admin fee / account holder | $39 | $99-60.5% | $5,645-99.3% | $133-70.4% |