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 12 · EIN 13-3689044 | Direct payment from the plan; Partici... | $128,210 |
Service code 16 1400 MERRILL LYNCH DRIVE · PENNINGTON, NJ 08534 | Consulting | $25,810 |
MERRIL LYNCH1 year Service code 16 · EIN 13-5674085 | Consulting | $5,219 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $45 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $61,616 | $44,989+37.0% | $170,442-63.8% | $77,958-21.0% |
| Participation rate | 50.8% | 64.6%-13.8pp | 83.6%-32.8pp | 71.6%-20.8pp |
| Annual return | 16.76% | 19.61%-2.9pp | 205.93%-189.2pp | 20.87%-4.1pp |
| Employer contribution / active EE | $912 | $1,466-37.8% | $5,433-83.2% | $2,310-60.5% |
| Participant deferral / active EE | $2,172 | $2,208-1.6% | $4,939-56.0% | $3,537-38.6% |
| Admin fee / account holder | $104 | $69+51.1% | $13,880-99.2% | $97+7.0% |