Overview
Plan Description
Lowell Observatory 403(b) Retirement Annuity Plan is a defined contribution plan. This plan has a BrightScope Rating of 70. This plan is in the top 35% of plans for Account Balances, Company Generosity, Salary Deferral, and Total Plan Cost. Lowell Observatory 403(b) Retirement Annuity Plan currently has over 200 active participants and over $22.6M in plan assets.
Did you know?
For the average 401k participant, the 21 point difference between this plan's BrightScope Rating (70) and the top rated plan (91) could equate to:
14
Additional years of work
118,556
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?
Plan Details
Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.
Plan data accurate as of 12/31/2018
Plan data has been audited by an Independent Qualified Public Accountant (IQPA). Address 1400 W Mars Hill Rd
Plan data has been audited by an Independent Qualified Public Accountant (IQPA). Address 1400 W Mars Hill Rd
-
LocationFlagstaff , AZ86001-4470
-
IndustryProfessional, Scientific, and Technical Services
-
AdministratorRobin Melena
-
Net Plan Assets$22,600,000
-
Total Participants260
-
Avg Account Balance$92,000
Plan Components
Component Ratings
Design
Total Plan Cost:
Low Fees
Company Generosity:
Above Average
Performance
Participation Rate:
Average
Salary Deferrals:
Above Average
Account Balance:
Above Average
Design
Total Plan Cost:
Low Fees
Company Generosity:
Average
Performance
Participation Rate:
Average
Salary Deferrals:
Average
Account Balance:
Above Average
Peer Group Plans
Company | Rating |
---|---|
Baidu USA LLC | 90.2 |
Rigel Pharmaceuticals | 81.9 |
Durect | 81.4 |
Lake Shore Cryotronics | 77.1 |
Translational Genomics Research Institute | 76.1 |
Donald Danforth Plant Science Center | 72.9 |
Top Industry Articles
Compliance
Stimulus Bill Extends Some Provisions of the CARES Act
It also provides a way for retirement plan sponsors to avoid a partial plan termination.
December 28, 2020
Practice Management
Practice Management: Areas of Success
A look at what worked particularly well in 2020 and that could keep propelling growth in 2021.
December 28, 2020
Compliance
Retirement Plan Trustee Faces Cybersecurity-Related Lawsuit
The lawsuit says the trustee failed to prevent a fraudulent distribution from a participant's account and is failing to take responsibility.
January 15, 2021
exclusives
Democrats Have Won the Power to Fix Union Pensions
A bipartisan compromise solution to end the multiemployer pension crisis is urgently required, sources agree, and one could finally be forthcoming in the U.S. Congress.
January 19, 2021
exclusives
Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
Though retirement plans can allow individuals to self-certify that they qualify for a penalty-free coronavirus-related distribution, should the IRS discover otherwise during a future audit, a participant can be subject to substantial penalties.
June 11, 2020
Investments
Largest Funds in this Plan | Allocation of Assets | 1 YR Rank in Category |
---|---|---|
TIAA-CREF Traditional Annuity | 31% |
N/A
|
Mutual of America Retirement | 12% |
N/A
|
TIAA-CREF Stock | 11% |
N/A
|
|
100%
|
|
|
100%
|
|
|
100%
|
|
|
100%
|
View all funds in this plan
Providers
Articles and Questions

Boeing Fee Settlement Highlights the High Bar for Large Plans
Boeing Offers a Near Perfect Retirement Plan ModelIn most respects Boeing’s retirement offering is a great model of how to run a large retirement plan. Participants in Boeing’s 401(k) plan are beneficiaries of a participant-friendly design with immediate access, automatic enrollment, immediate ves
Why Do Investment Expenses Matter?
Ryan Alfred
Popular Questions
See more questions-
What is a spousal IRA?5 answers5answers
-
How much money do I need to retire?5 answers5answers
-
I am retiring soon and I am nervous about having a lot of my retirement dollars in the stock market. What are the annuity products I have been reading about that guarantee retirement income for me?8 answers8answers
-
What is a ROTH IRA Tax Credit?2 answers2answers
-
When I convert my regular IRA to a Roth IRA, do I have to pay the taxes all at once?4 answers4answers
Have a question about retirement plans?
Our community of registered financial advisors are standing by to share their experience.
Ask a question
