Filed December 22, 2005 (most recent of 4 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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $439,644 |
HANYS BENEFIT SERVICES9 years Service code 27 · EIN 14-1764768 | Advisory (Plan) | $149,258 |
FUST CHARLES CHAMBERS LLP3 years Filed as: FUSTCHARLES LLP Service code 10 · EIN 16-1226221 | Accounting | $20,355 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,945 | $53,136+39.2% | $155,509-52.4% | $199,593-63.0% |
| Participation rate | 85.1% | 64.1%+21.0pp | 78.2%+6.9pp | 72.0%+13.1pp |
| Annual return | 70.94% | 41.15%+29.8pp | 64.67%+6.3pp | 34.25%+36.7pp |
| Employer contribution / active EE | $2,440 | $1,851+31.8% | $4,672-47.8% | $3,034-19.6% |
| Participant deferral / active EE | $3,956 | $3,161+25.1% | $5,626-29.7% | $5,087-22.2% |
| Admin fee / account holder | $135 | $185-27.1% | $15,912-99.2% | $269-49.7% |