Filed January 13, 2006 (most recent of 3 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 |
|---|---|---|
Service code 15 · EIN 84-1455663 | Recordkeeping | $89,666 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $11,773 |
FID INV INST OPS CO1 year Service code 15 · EIN 04-2647786 | Recordkeeping | $2,225 |
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $475 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $18 |
Filed as: AMERICAN UNITED LIFE INSIRANCE CO. Service code 52 | Indirect Investment Fees | $0 |
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 | $40,134 | $56,095-28.5% | $178,490-77.5% | $90,288-55.5% |
| Participation rate | 79.0% | 65.6%+13.5pp | 81.9%-2.9pp | 73.4%+5.7pp |
| Annual return | 13.59% | 28.81%-15.2pp | 151.07%-137.5pp | 53.97%-40.4pp |
| Employer contribution / active EE | $1,711 | $1,572+8.8% | $5,011-65.8% | $2,524-32.2% |
| Participant deferral / active EE | $3,688 | $2,669+38.2% | $5,202-29.1% | $4,232-12.9% |
| Admin fee / account holder | $24 | $101-75.7% | $13,984-99.8% | $114-78.5% |