Filed May 5, 2005 (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 |
|---|---|---|
Service code 16 1400 MERRILL LYNCH DRIVE · PENNINGTON, NJ 08534 | Consulting | $80,234 |
Service code 12 · EIN 13-3689044 | Float revenue; Participant communicat... | $37,447 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $33 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
UNUM LIFE INS. CO. OF AMERICA1+ years Service code 15 · EIN 01-0278678 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $45,082 | $37,117+21.5% | $147,614-69.5% | $55,191-18.3% |
| Participation rate | 55.3% | 63.6%-8.4pp | 84.6%-29.4pp | 69.2%-13.9pp |
| Annual return | 0.80% | 3.44%-2.6pp | 61.98%-61.2pp | 10.78%-10.0pp |
| Employer contribution / active EE | $963 | $1,620-40.5% | $5,564-82.7% | $1,899-49.3% |
| Participant deferral / active EE | $2,021 | $1,985+1.8% | $4,895-58.7% | $3,046-33.7% |
| Admin fee / account holder | $9 | $86-89.9% | $11,611-99.9% | $91-90.4% |