Filed February 3, 2006 (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 9-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 CORPORATION2 years Service code 37 · EIN 35-0472300 | Loan Processing | $95,609 |
ORIENTAL BANK1 year Service code 37 · EIN 66-0259436 | Loan Processing | $2,136 |
Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,669 | $47,634-67.1% | $90,404-82.7% | $90,288-82.6% |
| Participation rate | 68.0% | 67.5%+0.5pp | 72.7%-4.7pp | 73.4%-5.4pp |
| Annual return | 16.79% | 19.61%-2.8pp | 1293.02%-1276.2pp | 53.97%-37.2pp |
| Employer contribution / active EE | $0 | $1,749-100.0% | $3,262-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $1,837 | $2,824-35.0% | $3,963-53.7% | $4,232-56.6% |
| Admin fee / account holder | $34 | $106-67.9% | $5,611-99.4% | $114-70.1% |