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 FINANCIAL5 years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $108,575 |
Service code 12 · EIN 42-1484983 | Direct payment from the plan; Claims ... | $60,357 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $46,500 |
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $30,090 |
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $270 |
NATIONAL FINANCIAL SERVICES6 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $115,335 | $83,884+37.5% | $64,056+80.1% | $74,419+55.0% |
| Participation rate | 74.3% | 76.6%-2.3pp | 72.3%+2.0pp | 70.7%+3.6pp |
| Annual return | 17.08% | 16.57%+0.5pp | 33.69%-16.6pp | 34.38%-17.3pp |
| Employer contribution / active EE | $4,164 | $3,084+35.0% | $2,747+51.6% | $2,637+57.9% |
| Participant deferral / active EE | $4,248 | $3,692+15.1% | $3,880+9.5% | $4,528-6.2% |
| Admin fee / account holder | $386 | $196+96.8% | $3,068-87.4% | $348+10.9% |