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 FINANCIAL4 years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $147,337 |
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Shareholde... | $68,822 |
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $255 |
TIAA7+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $225 |
NATIONAL FINANCIAL SERVICES5 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 | $98,605 | $79,124+24.6% | $60,874+62.0% | $64,808+52.1% |
| Participation rate | 86.6% | 77.7%+8.9pp | 73.1%+13.5pp | 71.5%+15.2pp |
| Annual return | -14.19% | -7.13%-7.1pp | 16.90%-31.1pp | 32.82%-47.0pp |
| Employer contribution / active EE | $3,335 | $3,050+9.4% | $2,701+23.5% | $2,506+33.1% |
| Participant deferral / active EE | $3,383 | $3,725-9.2% | $3,817-11.4% | $4,310-21.5% |
| Admin fee / account holder | $320 | $106+202.9% | $3,224-90.1% | $188+70.4% |