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 |
|---|---|---|
Filed as: MERRILL LYNCH Service code 16 · EIN 13-5674085 | Consulting | $64,857 |
Service code 12 · EIN 13-3689044 | Participant loan processing; Finders'... | $24,218 |
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $85 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,252 | $50,127+8.2% | $149,673-63.8% | $80,160-32.3% |
| Participation rate | 66.0% | 64.3%+1.7pp | 78.8%-12.8pp | 72.9%-6.9pp |
| Annual return | 15.27% | 29.82%-14.5pp | 134.42%-119.1pp | 40.38%-25.1pp |
| Employer contribution / active EE | $1,587 | $1,865-14.9% | $4,818-67.1% | $2,978-46.7% |
| Participant deferral / active EE | $3,395 | $3,194+6.3% | $5,680-40.2% | $5,017-32.3% |
| Admin fee / account holder | $163 | $153+7.1% | $13,210-98.8% | $145+12.8% |