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 CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $128,399 |
Filed as: HIGHLAND CONSULTING Service code 17 · EIN 34-1753575 | Pension Consulting | $32,000 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $13,050 |
ORIENTAL BANK3 years Service code 37 · EIN 66-0259436 | Loan Processing | $1,900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,162 | $45,000-59.6% | $143,757-87.4% | $77,904-76.7% |
| Participation rate | 80.1% | 66.8%+13.3pp | 80.3%-0.2pp | 73.7%+6.4pp |
| Annual return | -16.09% | 29.03%-45.1pp | -0.04%-16.0pp | 12.21%-28.3pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,951-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $2,362 | $3,157-25.2% | $5,637-58.1% | $4,806-50.8% |
| Admin fee / account holder | $55 | $98-44.2% | $14,673-99.6% | $133-58.5% |