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 |
|---|---|---|
FUST CHARLES CHAMBERS LLP1+ years Service code 13 · EIN 16-1226221 | Contract Administrator | $10,000 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $9,779 |
UNUM LIFE INS. CO. OF AMERICA1+ years Filed as: UNUM LIFE INS CO OF AMERICA Service code 15 · EIN 01-0278678 | Recordkeeping | $0 |
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 | $69,206 | $37,039+86.8% | $147,614-53.1% | $59,188+16.9% |
| Participation rate | 91.2% | 63.8%+27.5pp | 84.6%+6.6pp | 69.4%+21.8pp |
| Annual return | 3.41% | 7.19%-3.8pp | 61.98%-58.6pp | 5.51%-2.1pp |
| Employer contribution / active EE | $2,506 | $1,353+85.2% | $5,564-55.0% | $2,098+19.4% |
| Participant deferral / active EE | $2,737 | $2,094+30.7% | $4,895-44.1% | $3,265-16.2% |
| Admin fee / account holder | $16 | $60-73.3% | $11,611-99.9% | $92-82.6% |