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 | Account maintenance fees; Distributio... | $116,856 |
MERRIL LYNCH3 years Service code 16 · EIN 13-5674085 | Consulting | $70,423 |
Filed as: FUST CHARLES CHAMBERS, LLP Service code 10 · EIN 16-1226221 | Accounting | $11,746 |
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $149 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Filed as: UNUM LIFE INS CO OF AMERICA Service code 15 · EIN 01-0278678 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $64,567 | $47,456+36.1% | $172,739-62.6% | $77,787-17.0% |
| Participation rate | 54.0% | 66.3%-12.3pp | 82.6%-28.7pp | 73.2%-19.3pp |
| Annual return | 19.68% | 35.57%-15.9pp | 802.84%-783.2pp | 32.57%-12.9pp |
| Employer contribution / active EE | $1,081 | $1,574-31.3% | $5,143-79.0% | $2,504-56.8% |
| Participant deferral / active EE | $2,444 | $2,560-4.5% | $5,198-53.0% | $3,967-38.4% |
| Admin fee / account holder | $227 | $81+180.6% | $13,954-98.4% | $100+126.7% |