Filed November 9, 2005 (most recent of 2 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 |
|---|---|---|
LPL FINANCIAL3 years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $168,796 |
Service code 12 · EIN 13-3689044 | Claims processing; Participant loan p... | $51,936 |
TIAA6+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $34,487 |
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $315 |
NATIONAL FINANCIAL SERVICES4 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,293 | $94,833+16.3% | $75,696+45.7% | $86,799+27.1% |
| Participation rate | 92.9% | 79.1%+13.8pp | 74.8%+18.1pp | 72.3%+20.7pp |
| Annual return | 16.12% | 16.91%-0.8pp | 104.53%-88.4pp | 97.91%-81.8pp |
| Employer contribution / active EE | $3,545 | $2,904+22.1% | $2,743+29.3% | $2,405+47.4% |
| Participant deferral / active EE | $3,810 | $3,632+4.9% | $3,821-0.3% | $4,131-7.8% |
| Admin fee / account holder | $365 | $109+236.1% | $3,619-89.9% | $170+115.3% |