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 CORPORATION3 years Service code 37 · EIN 35-0472300 | Loan Processing | $125,263 |
Filed as: HIGHLAND CONSULTING Service code 17 · EIN 34-1753575 159 CROCKER PARK BLVD STE 350 · CLEVELAND, OH 44145 | Pension Consulting | $11,477 |
ORIENTAL BANK2 years Service code 37 · EIN 66-0259436 | Loan Processing | $3,920 |
Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,936 | $52,626-58.3% | $98,442-77.7% | $93,030-76.4% |
| Participation rate | 72.9% | 65.3%+7.6pp | 73.3%-0.4pp | 73.9%-1.0pp |
| Annual return | 14.44% | 16.95%-2.5pp | 1492.73%-1478.3pp | 158.70%-144.3pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,960-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $2,156 | $2,907-25.8% | $4,276-49.6% | $4,562-52.7% |
| Admin fee / account holder | $54 | $102-47.2% | $5,949-99.1% | $152-64.4% |