Filed January 22, 2009 (most recent of 2 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $42,496 |
HIGHTOWER ADVISORS LLC1 year Filed as: HIGHTOWER SECURITIES LLC Service code 27 · EIN 26-2270729 | Advisory (Plan) | $31,411 |
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 | $38,207 | $56,640-32.5% | $80,975-52.8% | $57,658-33.7% |
| Participation rate | 98.0% | 75.9%+22.1pp | 75.8%+22.2pp | 70.2%+27.8pp |
| Annual return | 12.88% | 19.97%-7.1pp | 17.10%-4.2pp | 5.13%+7.7pp |
| Employer contribution / active EE | $2,450 | $2,085+17.5% | $3,714-34.0% | $1,974+24.1% |
| Participant deferral / active EE | $4,078 | $4,944-17.5% | $5,696-28.4% | $3,061+33.2% |
| Admin fee / account holder | $175 | $87+101.1% | $5,516-96.8% | $95+85.3% |