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 |
|---|---|---|
HIGHTOWER ADVISORS LLC2 years Filed as: HIGHTOWER SECURITIES LLC Service code 27 · EIN 26-2270729 | Advisory (Plan) | $19,938 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,288 |
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 | $44,353 | $65,592-32.4% | $90,160-50.8% | $69,631-36.3% |
| Participation rate | 96.3% | 77.6%+18.6pp | 76.9%+19.4pp | 70.7%+25.6pp |
| Annual return | 17.87% | 57.10%-39.2pp | 34.88%-17.0pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $2,439 | $2,193+11.2% | $3,318-26.5% | $2,032+20.0% |
| Participant deferral / active EE | $4,286 | $5,257-18.5% | $5,288-18.9% | $3,224+33.0% |
| Admin fee / account holder | $77 | $86-9.8% | $5,943-98.7% | $110-30.1% |